Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s NIO NIO Stock Holding History

Capital Fund Management (CFM)’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
2023
Q4 		– Sell
-504,300
Closed -$4.56M – 2238
2023
Q3 		$4.56M Sell
504,300
-74,200
-13% -$826K 0.02% 983
2023
Q2 		$5.61M Sell
578,500
-1,133,300
-66% -$9.59M 0.02% 800
2023
Q1 		$18M Buy
1,711,800
+1,132,900
+196% +$11.6M 0.09% 307
2022
Q4 		$5.64M Buy
+578,900
New +$6.67M 0.04% 573
2022
Q3 		– Sell
-29,800
Closed -$647K – 1574
2022
Q2 		$647K Sell
29,800
-90,300
-75% -$1.66M 0.01% 1186
2022
Q1 		$2.53M Buy
120,100
+62,900
+110% +$1.48M 0.02% 861
2021
Q4 		$1.81M Sell
57,200
-46,100
-45% -$1.69M 0.01% 1077
2021
Q3 		$3.68M Buy
+103,300
New +$4.24M 0.03% 691

Other funds holding NIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s NIO Position: Q1 2023 in Review

Capital Fund Management (CFM) sold out of NIO (NIO) in Q1 2023, closing a stake of 24,400 shares — an estimated $249K sold.

Capital Fund Management (CFM) first reported a position in NIO in Q3 2021 and held it in 3 quarters. The position peaked at $5.07M in Q2 2022. 494 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

  • Capital Fund Management (CFM) reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 24,400 NIO shares in Q1 2023, an estimated $249K.
  • Capital Fund Management (CFM) first reported a position in NIO in Q3 2021 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s NIO position peaked at $5.07M in Q2 2022.
  • 494 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2023, filed 15 May 2023.