Edgestream Partners’s NIO NIO Stock Holding History

Edgestream Partners’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	-12,485	Closed	-$113K	–	986
2023 Q3	$113K	Buy	+12,485	New	+$139K	0.01%	795

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Edgestream Partners's NIO Position: Q4 2023 in Review

Edgestream Partners sold out of NIO (NIO) in Q4 2023, closing a stake of 12,485 shares — an estimated $113K sold.

Edgestream Partners first reported a position in NIO in Q3 2023 and held it in 1 quarter. The position peaked at $113K in Q3 2023. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Edgestream Partners reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Edgestream Partners sold 12,485 NIO shares in Q4 2023, an estimated $113K.
Edgestream Partners first reported a position in NIO in Q3 2023 and held it in 1 quarter.
Edgestream Partners's NIO position peaked at $113K in Q3 2023.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Edgestream Partners's 13F filing for Q4 2023, filed 14 Feb 2024.