Equitable Trust’s NIO NIO Stock Holding History

Equitable 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
2021 Q4	–	Sell	-5,760	Closed	-$205K	–	385
2021 Q3	$205K	Sell	5,760 -438	-7%	-$18K	0.01%	349
2021 Q2	$330K	Hold	6,198	–	–	0.02%	302
2021 Q1	$242K	Buy	6,198 +438	+8%	+$22.3K	0.02%	321
2020 Q4	$281K	Buy	+5,760	New	+$223K	0.02%	302

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Equitable Trust's NIO Position: Q4 2021 in Review

Equitable Trust sold out of NIO (NIO) in Q4 2021, closing a stake of 5,760 shares — an estimated $205K sold.

Equitable Trust first reported a position in NIO in Q4 2020 and held it in 4 quarters. The position peaked at $330K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Equitable Trust reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Equitable Trust sold 5,760 NIO shares in Q4 2021, an estimated $205K.
Equitable Trust first reported a position in NIO in Q4 2020 and held it in 4 quarters.
Equitable Trust's NIO position peaked at $330K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Equitable Trust's 13F filing for Q4 2021, filed 31 Jan 2022.