Green Alpha Advisors’s NIO NIO Stock Holding History

Green Alpha 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	-46,295	Closed	-$202K	–	135
2024 Q4	$202K	Sell	46,295 -27,118	-37%	-$138K	0.16%	126
2024 Q3	$490K	Buy	73,413 +13,773	+23%	+$63.3K	0.39%	89
2024 Q2	$248K	Sell	59,640 -2,986	-5%	-$14.1K	0.2%	112
2024 Q1	$282K	Buy	62,626 +761	+1%	+$4.59K	0.2%	125
2023 Q4	$561K	Buy	61,865 +19,891	+47%	+$158K	0.4%	101
2023 Q3	$379K	Buy	41,974 +6,353	+18%	+$70.7K	0.29%	112
2023 Q2	$345K	Sell	35,621 -1,389	-4%	-$11.8K	0.23%	124
2023 Q1	$389K	Buy	37,010 +17,389	+89%	+$178K	0.27%	116
2022 Q4	$191K	Sell	19,621 -15,415	-44%	-$178K	0.16%	131
2022 Q3	$553K	Buy	35,036 +1,239	+4%	+$24.5K	0.47%	101
2022 Q2	$734K	Buy	33,797 +6,169	+22%	+$113K	0.17%	100
2022 Q1	$582K	Buy	27,628 +2,032	+8%	+$47.9K	0.39%	103
2021 Q4	$811K	Buy	25,596 +912	+4%	+$33.5K	0.55%	84
2021 Q3	$879K	Buy	24,684 +1,695	+7%	+$69.6K	0.61%	85
2021 Q2	$1.22M	Buy	+22,989	New	+$921K	0.83%	48

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