Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.56M Buy
922,151
+556,899
+152% +$2.81M 0.18% 1222
2025
Q4
$1.86M Buy
+365,252
New +$2.25M 0.06% 2341
2025
Q3
Sell
-243,847
Closed -$1.31M 9632
2025
Q2
$836K Buy
+243,847
New +$909K 0.03% 2932
2025
Q1
Hold
0
8844
2024
Q4
Sell
-780,111
Closed -$3.97M 8435
2024
Q3
$5.21M Buy
780,111
+199,151
+34% +$915K 0.21% 976
2024
Q2
$2.42M Sell
580,960
-416,580
-42% -$1.97M 0.08% 1289
2024
Q1
$4.49M Sell
997,540
-665,172
-40% -$4.01M 0.16% 899
2023
Q4
$15.1M Sell
1,662,712
-52,580
-3% -$417K 0.47% 465
2023
Q3
$15.5M Buy
1,715,292
+1,068,947
+165% +$11.9M 0.62% 316
2023
Q2
$6.26M Sell
646,345
-364,427
-36% -$3.08M 0.27% 798
2023
Q1
$10.6M Sell
1,010,772
-264,978
-21% -$2.71M 0.51% 442
2022
Q4
$12.4M Sell
1,275,750
-1,337,807
-51% -$15.4M 0.42% 611
2022
Q3
$41.2M Sell
2,613,557
-603,651
-19% -$11.9M 1.35% 163
2022
Q2
$69.9M Buy
3,217,208
+293,583
+10% +$5.39M 2% 126
2022
Q1
$61.5M Buy
2,923,625
+2,489,699
+574% +$58.6M 1.34% 205
2021
Q4
$13.7M Sell
433,926
-12,862
-3% -$473K 0.26% 879
2021
Q3
$15.9M Buy
446,788
+439,366
+5,920% +$18.1M 0.35% 749
2021
Q2
$395K Buy
+7,422
New +$297K 0.01% 4487
2021
Q1
Sell
-737,518
Closed -$37.6M 8332
2020
Q4
$35.9M Buy
737,518
+617,785
+516% +$23.9M 1.03% 264
2020
Q3
$2.54M Sell
119,733
-1,693,862
-93% -$26.1M 0.12% 1414
2020
Q2
$14M Buy
+1,813,595
New +$7.97M 0.82% 334
2020
Q1
Hold
0
5950
2019
Q4
Hold
0
5837
2019
Q3
Hold
0
5822
2019
Q2
Hold
0
5628
2019
Q1
Hold
0
5492
2018
Q4
Hold
0
5542
2018
Q3
Hold
0
5807

Other funds holding NIO