Chevy Chase Trust
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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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Chevy Chase Trust's NIO Position: Q4 2022 in Review

Chevy Chase Trust sold out of NIO (NIO) in Q4 2022, closing a stake of 10,750 shares — an estimated $170K sold.

Chevy Chase Trust first reported a position in NIO in Q4 2019 and held it in 10 quarters. The position peaked at $602K in Q2 2021. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

  • Chevy Chase Trust reported no remaining NIO position as of Q4 2022 after selling out during the quarter.
  • Chevy Chase Trust sold 10,750 NIO shares in Q4 2022, an estimated $170K.
  • Chevy Chase Trust first reported a position in NIO in Q4 2019 and held it in 10 quarters.
  • Chevy Chase Trust's NIO position peaked at $602K in Q2 2021.
  • 516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Chevy Chase Trust's 13F filing for Q4 2022, filed 9 Feb 2023.