Ergoteles’s NIO NIO Stock Holding History

Ergoteles’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
2022 Q1	–	Sell	-21,075	Closed	-$668K	–	1510
2021 Q4	$668K	Sell	21,075 -386,865	-95%	-$14.2M	0.03%	537
2021 Q3	$14.5M	Buy	407,940 +103,511	+34%	+$4.25M	0.53%	37
2021 Q2	$16.2M	Buy	304,429 +294,210	+2,879%	+$11.8M	0.37%	50
2021 Q1	$398K	Buy	+10,219	New	+$521K	0.01%	533

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Ergoteles's NIO Position: Q1 2022 in Review

Ergoteles sold out of NIO (NIO) in Q1 2022, closing a stake of 21,075 shares — an estimated $668K sold.

Ergoteles first reported a position in NIO in Q1 2021 and held it in 4 quarters. The position peaked at $16.2M in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Ergoteles reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Ergoteles sold 21,075 NIO shares in Q1 2022, an estimated $668K.
Ergoteles first reported a position in NIO in Q1 2021 and held it in 4 quarters.
Ergoteles's NIO position peaked at $16.2M in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Ergoteles's 13F filing for Q1 2022, filed 13 May 2022.