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 $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Gallagher Fiduciary Advisors's NIO Position: Q1 2025 in Review

Gallagher Fiduciary Advisors sold out of NIO (NIO) in Q1 2025, closing a stake of 89,000 shares — an estimated $388K sold.

Gallagher Fiduciary Advisors first reported a position in NIO in Q1 2023 and held it in 8 quarters. The position peaked at $982K in Q1 2023. 415 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

Gallagher Fiduciary Advisors reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 89,000 NIO shares in Q1 2025, an estimated $388K.
Gallagher Fiduciary Advisors first reported a position in NIO in Q1 2023 and held it in 8 quarters.
Gallagher Fiduciary Advisors's NIO position peaked at $982K in Q1 2023.
415 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2025, filed 15 May 2025.