Diversified Trust’s NIO NIO Stock Holding History

Diversified 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
2023 Q2	–	Sell	-53,602	Closed	-$563K	–	884
2023 Q1	$563K	Hold	53,602	–	–	0.02%	426
2022 Q4	$523K	Buy	53,602 +28,556	+114%	+$329K	0.02%	412
2022 Q3	$395K	Sell	25,046 -10,321	-29%	-$204K	0.02%	463
2022 Q2	$768K	Buy	+35,367	New	+$649K	0.03%	286

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Diversified Trust's NIO Position: Q2 2023 in Review

Diversified Trust sold out of NIO (NIO) in Q2 2023, closing a stake of 53,602 shares — an estimated $563K sold.

Diversified Trust first reported a position in NIO in Q2 2022 and held it in 4 quarters. The position peaked at $768K in Q2 2022. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Diversified Trust reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
Diversified Trust sold 53,602 NIO shares in Q2 2023, an estimated $563K.
Diversified Trust first reported a position in NIO in Q2 2022 and held it in 4 quarters.
Diversified Trust's NIO position peaked at $768K in Q2 2022.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Diversified Trust's 13F filing for Q2 2023, filed 18 Jul 2023.