Derbend Asset Management’s NIO NIO Stock Holding History

Derbend 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
2023 Q4	–	Sell	-13,858	Closed	-$125K	–	108
2023 Q3	$125K	Sell	13,858 -1,000	-7%	-$11.1K	0.09%	95
2023 Q2	$144K	Sell	14,858 -10,185	-41%	-$86.2K	0.1%	81
2023 Q1	$263K	Hold	25,043	–	–	0.2%	65
2022 Q4	$244K	Sell	25,043 -400	-2%	-$4.61K	0.19%	67
2022 Q3	$401K	Hold	25,443	–	–	0.32%	50
2022 Q2	$553K	Sell	25,443 -2,700	-10%	-$49.5K	0.46%	41
2022 Q1	$892K	Hold	28,143	–	–	0.87%	38
2021 Q4	$892K	Sell	28,143 -1,000	-3%	-$36.7K	0.87%	38
2021 Q3	$1.04M	Hold	29,143	–	–	0.98%	34
2021 Q2	$1.55M	Buy	+29,143	New	+$1.17M	1.44%	20

Other funds holding NIO

Baillie Gifford & Co

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

BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return

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

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return