Chevy Chase Trust
NIO icon

Chevy Chase Trust’s NIO NIO Stock Holding History

Chevy Chase 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
2022
Q4 		– Sell
-10,750
Closed -$170K – 651
2022
Q3 		$170K Hold
10,750
– – ﹤0.01% 625
2022
Q2 		$233K Hold
10,750
– – ﹤0.01% 617
2022
Q1 		$226K Hold
10,750
– – ﹤0.01% 634
2021
Q4 		$341K Hold
10,750
– – ﹤0.01% 636
2021
Q3 		$383K Sell
10,750
-567
-5% -$23.3K ﹤0.01% 612
2021
Q2 		$602K Buy
11,317
+137
+1% +$5.49K ﹤0.01% 597
2021
Q1 		$436K Buy
11,180
+130
+1% +$6.63K ﹤0.01% 609
2020
Q4 		$539K Buy
11,050
+250
+2% +$9.67K ﹤0.01% 595
2020
Q3 		$229K Buy
+10,800
New +$166K ﹤0.01% 624
2020
Q1 		– Sell
-6,000
Closed -$24K – 881
2019
Q4 		$24K Buy
+6,000
New +$12.1K ﹤0.01% 970

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return