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Cresset Asset Management’s NIO NIO Stock Holding History

Cresset Asset 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
2025
Q2 		– Sell
-43,541
Closed -$166K – 1662
2025
Q1 		$166K Sell
43,541
-16,544
-28% -$72.8K ﹤0.01% 1552
2024
Q4 		$262K Sell
60,085
-31,161
-34% -$159K ﹤0.01% 1422
2024
Q3 		$610K Buy
91,246
+6,268
+7% +$28.8K ﹤0.01% 1411
2024
Q2 		$354K Buy
84,978
+21,181
+33% +$100K ﹤0.01% 1631
2024
Q1 		$287K Buy
63,797
+2,086
+3% +$12.6K ﹤0.01% 1608
2023
Q4 		$560K Sell
61,711
-1,000
-2% -$7.94K ﹤0.01% 1173
2023
Q3 		$567K Sell
62,711
-872
-1% -$9.71K ﹤0.01% 1115
2023
Q2 		$616K Buy
+63,583
New +$538K ﹤0.01% 1165
2022
Q4 		– Sell
-17,764
Closed -$281K – 836
2022
Q3 		$281K Sell
17,764
-4,282
-19% -$84.7K ﹤0.01% 687
2022
Q2 		$287K Sell
22,046
-13,091
-37% -$240K ﹤0.01% 725
2022
Q1 		$740K Sell
35,137
-9,671
-22% -$228K 0.01% 493
2021
Q4 		$1.42M Buy
44,808
+25,430
+131% +$934K 0.01% 358
2021
Q3 		$690K Sell
19,378
-1,067
-5% -$43.8K 0.01% 513
2021
Q2 		$1.09M Buy
20,445
+7,941
+64% +$318K 0.02% 332
2021
Q1 		$487K Buy
12,504
+3,966
+46% +$202K 0.01% 487
2020
Q4 		$416K Buy
+8,538
New +$330K 0.01% 450

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return