EIP
NKLA

Ellis Investment Partners’s Nikola Corporation Common Stock NKLA Stock Holding History

Ellis Investment Partners’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2
Closed – – 792
2022
Q3 		$0 Hold
2
– – ﹤0.01% 838
2022
Q2 		$0 Hold
2
– – ﹤0.01% 839
2022
Q1 		$0 Hold
2
– – ﹤0.01% 859
2021
Q4 		$0 Hold
2
– – ﹤0.01% 838
2021
Q3 		$0 Hold
2
– – ﹤0.01% 814
2021
Q2 		$0 Hold
2
– – ﹤0.01% 800
2021
Q1 		$1K Hold
2
– – ﹤0.01% 750
2020
Q4 		$1K Hold
2
– – ﹤0.01% 725
2020
Q3 		$1K Buy
+2
New +$2.33K ﹤0.01% 710

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ellis Investment Partners's NKLA Position: Q4 2022 in Review

Ellis Investment Partners sold out of Nikola Corporation Common Stock (NKLA) in Q4 2022, closing a stake of 2 shares.

Ellis Investment Partners first reported a position in NKLA in Q3 2020 and held it in 9 quarters. The position peaked at $1K in Q1 2021. 257 funds tracked by Wall St. Rank hold NKLA as of Q4 2022.

  • Ellis Investment Partners reported no remaining Nikola Corporation Common Stock position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 2 Nikola Corporation Common Stock shares in Q4 2022.
  • Ellis Investment Partners first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 9 quarters.
  • Ellis Investment Partners's Nikola Corporation Common Stock position peaked at $1K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.