Certuity’s NIO NIO Stock Holding History

Certuity’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	-153,450	Closed	-$1.39M	–	360
2023 Q3	$1.39M	Buy	153,450 +650	+0.4%	+$7.24K	0.16%	71
2023 Q2	$1.48M	Buy	+152,800	New	+$1.29M	0.17%	71

Other funds holding NIO

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

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

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 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

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

Certuity's NIO Position: Q4 2023 in Review

Certuity sold out of NIO (NIO) in Q4 2023, closing a stake of 153,450 shares — an estimated $1.39M sold.

Certuity first reported a position in NIO in Q2 2023 and held it in 2 quarters. The position peaked at $1.48M in Q2 2023. 499 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Certuity reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Certuity sold 153,450 NIO shares in Q4 2023, an estimated $1.39M.
Certuity first reported a position in NIO in Q2 2023 and held it in 2 quarters.
Certuity's NIO position peaked at $1.48M in Q2 2023.
499 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Certuity's 13F filing for Q4 2023, filed 5 Feb 2024.