HM Payson & Co’s NIO NIO Stock Holding History

HM Payson & Co’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
2022 Q1	–	Sell	-200	Closed	-$6K	–	1112
2021 Q4	$6K	Sell	200 -1,050	-84%	-$38.6K	﹤0.01%	930
2021 Q3	$45K	Sell	1,250 -200	-14%	-$8.22K	﹤0.01%	608
2021 Q2	$77K	Sell	1,450 -228	-14%	-$9.13K	﹤0.01%	520
2021 Q1	$65K	Buy	1,678 +616	+58%	+$31.4K	﹤0.01%	559
2020 Q4	$52K	Buy	1,062 +62	+6%	+$2.4K	﹤0.01%	603
2020 Q3	$21K	Buy	1,000 +400	+67%	+$6.16K	﹤0.01%	724
2020 Q2	$5K	Buy	+600	New	+$2.64K	﹤0.01%	799

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HM Payson & Co's NIO Position: Q1 2022 in Review

HM Payson & Co sold out of NIO (NIO) in Q1 2022, closing a stake of 200 shares — an estimated $6K sold.

HM Payson & Co first reported a position in NIO in Q2 2020 and held it in 7 quarters. The position peaked at $77K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

HM Payson & Co reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
HM Payson & Co sold 200 NIO shares in Q1 2022, an estimated $6K.
HM Payson & Co first reported a position in NIO in Q2 2020 and held it in 7 quarters.
HM Payson & Co's NIO position peaked at $77K in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on HM Payson & Co's 13F filing for Q1 2022, filed 12 May 2022.