Gallagher Fiduciary Advisors’s NIO NIO Stock Holding History

Gallagher Fiduciary Advisors’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
2025 Q1	–	Sell	-89,000	Closed	-$388K	–	329
2024 Q4	$388K	Buy	89,000 +1,000	+1%	+$5.09K	0.08%	178
2024 Q3	$588K	Buy	88,000 +2,000	+2%	+$9.19K	0.12%	101
2024 Q2	$358K	Sell	86,000 -6,200	-7%	-$29.3K	0.08%	134
2024 Q1	$415K	Sell	92,200 -1,050	-1%	-$6.33K	0.01%	122
2023 Q4	$846K	Buy	93,250 +3,800	+4%	+$30.2K	0.03%	61
2023 Q3	$809K	Sell	89,450 -2,950	-3%	-$32.8K	0.07%	58
2023 Q2	$895K	Sell	92,400 -1,000	-1%	-$8.46K	0.07%	66
2023 Q1	$982K	Buy	+93,400	New	+$955K	0.08%	65

Other funds holding NIO

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return