Desjardins Global Asset Management’s NIO NIO Stock Holding History

Desjardins Global 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	$525K	Buy	57,903 +13,239	+30%	+$105K	0.06%	239
2023 Q3	$404K	Buy	44,664 +6,569	+17%	+$73.1K	0.04%	287
2023 Q2	$369K	Buy	38,095 +6,942	+22%	+$58.7K	0.04%	340
2023 Q1	$327K	Hold	31,153	–	–	0.04%	334
2022 Q4	$304K	Sell	31,153 -4,919	-14%	-$56.7K	0.05%	295
2022 Q3	$569K	Buy	36,072 +25,248	+233%	+$500K	0.07%	213
2022 Q2	$235K	Buy	10,824 +1,507	+16%	+$27.7K	0.03%	333
2022 Q1	$196K	Sell	9,317 -2,093	-18%	-$49.3K	0.02%	356
2021 Q4	$361K	Buy	+11,410	New	+$419K	0.03%	313

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

Desjardins Global Asset Management's NIO Position: Q4 2023 in Review

Desjardins Global Asset Management increased its NIO (NIO) stake by 30% in Q4 2023, buying an estimated $105K and bringing the position to 57,903 shares worth $525K. The position accounts for 0.06% of the portfolio, ranked #239.

Desjardins Global Asset Management first reported a position in NIO in Q4 2021 and has held it in 9 quarters since. The position peaked at $569K in Q3 2022. 499 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Desjardins Global Asset Management held 57,903 shares of NIO worth $525K as of Q4 2023.
Desjardins Global Asset Management bought 13,239 NIO shares in Q4 2023, an estimated $105K.
NIO made up 0.06% of Desjardins Global Asset Management's portfolio in Q4 2023, its #239 holding.
Desjardins Global Asset Management first reported a position in NIO in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's NIO position peaked at $569K in Q3 2022.
499 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.