Federated Hermes’s NIO NIO Stock Holding History

Federated Hermes’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	-51,024	Closed	-$461K	–	2145
2023 Q3	$461K	Buy	+51,024	New	+$568K	﹤0.01%	1363
2022 Q1	–	Sell	-1,988	Closed	-$63K	–	2273
2021 Q4	$63K	Sell	1,988 -2,876	-59%	-$106K	﹤0.01%	1767
2021 Q3	$173K	Sell	4,864 -1,760	-27%	-$72.3K	﹤0.01%	1690
2021 Q2	$352K	Buy	6,624 +399	+6%	+$16K	﹤0.01%	1586
2021 Q1	$243K	Buy	+6,225	New	+$317K	﹤0.01%	1676

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 $3.37T 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

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

Federated Hermes's NIO Position: Q4 2023 in Review

Federated Hermes sold out of NIO (NIO) in Q4 2023, closing a stake of 51,024 shares — an estimated $461K sold.

Federated Hermes first reported a position in NIO in Q1 2021 and held it in 5 quarters. The position peaked at $461K in Q3 2023. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Federated Hermes reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Federated Hermes sold 51,024 NIO shares in Q4 2023, an estimated $461K.
Federated Hermes first reported a position in NIO in Q1 2021 and held it in 5 quarters.
Federated Hermes's NIO position peaked at $461K in Q3 2023.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Federated Hermes's 13F filing for Q4 2023, filed 31 Jan 2024.