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Carmichael Hill & Associates’s NIO NIO Stock Holding History

Carmichael Hill & Associates’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
Q3 		$835 Hold
125
– – ﹤0.01% 742
2024
Q2 		$520 Hold
125
– – ﹤0.01% 748
2024
Q1 		$563 Sell
125
-125
-50% -$754 ﹤0.01% 737
2023
Q4 		$2.27K Hold
250
– – ﹤0.01% 704
2023
Q3 		$2.26K Buy
250
+50
+25% +$557 ﹤0.01% 695
2023
Q2 		$1.94K Buy
200
+100
+100% +$846 ﹤0.01% 704
2023
Q1 		$1.05K Buy
+100
New +$1.02K ﹤0.01% 725
2021
Q4 		– Sell
-150
Closed -$5K – 826
2021
Q3 		$5K Hold
150
– – ﹤0.01% 692
2021
Q2 		$8K Hold
150
– – ﹤0.01% 627
2021
Q1 		$6K Hold
150
– – ﹤0.01% 638
2020
Q4 		$7K Buy
+150
New +$5.8K ﹤0.01% 599

Other funds holding NIO

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Carmichael Hill & Associates's NIO Position: Q3 2024 in Review

Carmichael Hill & Associates held its NIO (NIO) position steady in Q3 2024 at 125 shares worth $835. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Carmichael Hill & Associates first reported a position in NIO in Q4 2020 and has held it in 11 quarters since. The position peaked at $8K in Q2 2021. 439 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Carmichael Hill & Associates held 125 shares of NIO worth $835 as of Q3 2024.
  • Carmichael Hill & Associates left its NIO share count unchanged in Q3 2024.
  • NIO made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #742 holding.
  • Carmichael Hill & Associates first reported a position in NIO in Q4 2020 and has held it in 11 quarters since.
  • Carmichael Hill & Associates's NIO position peaked at $8K in Q2 2021.
  • 439 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.