Greenleaf Trust’s NIO NIO Stock Holding History

Greenleaf Trust’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
2024 Q3	–	Sell	-32,889	Closed	-$137K	–	843
2024 Q2	$137K	Buy	+32,889	New	+$156K	﹤0.01%	770
2021 Q3	–	Sell	-5,281	Closed	-$281K	–	729
2021 Q2	$281K	Buy	+5,281	New	+$212K	﹤0.01%	597

Other funds holding NIO

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Greenleaf Trust's NIO Position: Q3 2024 in Review

Greenleaf Trust sold out of NIO (NIO) in Q3 2024, closing a stake of 32,889 shares — an estimated $137K sold.

Greenleaf Trust first reported a position in NIO in Q2 2021 and held it in 2 quarters. The position peaked at $281K in Q2 2021. 439 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

Greenleaf Trust reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
Greenleaf Trust sold 32,889 NIO shares in Q3 2024, an estimated $137K.
Greenleaf Trust first reported a position in NIO in Q2 2021 and held it in 2 quarters.
Greenleaf Trust's NIO position peaked at $281K in Q2 2021.
439 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Greenleaf Trust's 13F filing for Q3 2024, filed 22 Oct 2024.