CM
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Caption Management’s NIO NIO Stock Holding History

Caption Management’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
2022
Q4 		– Sell
-14,400
Closed -$166K – 1768
2022
Q3 		$227K Buy
+14,400
New +$285K 0.04% 1227
2022
Q1 		– Sell
-66,204
Closed -$1.56M – 1966
2021
Q4 		$2.1M Buy
66,204
+37,204
+128% +$1.37M 0.13% 771
2021
Q3 		$1.03M Buy
29,000
+11,600
+67% +$477K 0.07% 1014
2021
Q2 		$926K Hold
17,400
– – 0.08% 922
2021
Q1 		$678K Buy
+17,400
New +$887K 0.09% 756
2020
Q3 		– Sell
-23,000
Closed -$354K – 1328
2020
Q2 		$177K Buy
+23,000
New +$101K 0.04% 803

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return