Cambridge Trust’s NIO NIO Stock Holding History

Cambridge Trust’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$702	Hold	156	–	–	﹤0.01%	643
2023 Q4	$1.42K	Hold	156	–	–	﹤0.01%	668
2023 Q3	$1.41K	Hold	156	–	–	﹤0.01%	683
2023 Q2	$1.51K	Hold	156	–	–	﹤0.01%	671
2023 Q1	$1.64K	Hold	156	–	–	﹤0.01%	722
2022 Q4	$2K	Hold	156	–	–	﹤0.01%	763
2022 Q3	$2K	Hold	156	–	–	﹤0.01%	784
2022 Q2	$3K	Hold	156	–	–	﹤0.01%	785
2022 Q1	$3K	Hold	156	–	–	﹤0.01%	853
2021 Q4	$5K	Buy	+156	New	+$5.73K	﹤0.01%	897

Other funds holding NIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Trust's NIO Position: Q1 2024 in Review

Cambridge Trust held its NIO (NIO) position steady in Q1 2024 at 156 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Cambridge Trust first reported a position in NIO in Q4 2021 and has held it in 10 quarters since. The position peaked at $5K in Q4 2021. 481 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

Cambridge Trust held 156 shares of NIO worth $702 as of Q1 2024.
Cambridge Trust left its NIO share count unchanged in Q1 2024.
NIO made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #643 holding.
Cambridge Trust first reported a position in NIO in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's NIO position peaked at $5K in Q4 2021.
481 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.