Hoey Investments’s NIO NIO Stock Holding History

Hoey Investments’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
2023 Q3	–	Sell	-700	Closed	-$6.78K	–	363
2023 Q2	$6.78K	Buy	+700	New	+$5.92K	﹤0.01%	233
2023 Q1	–	Sell	-13	Closed	-$127	–	362
2022 Q4	$127	Sell	13 -15	-54%	-$173	﹤0.01%	294
2022 Q3	$0	Hold	28	–	–	﹤0.01%	330
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	269
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	237
2021 Q4	$1K	Sell	28 -70	-71%	-$2.57K	﹤0.01%	225
2021 Q3	$3K	Hold	98	–	–	﹤0.01%	204
2021 Q2	$5K	Sell	98 -8,600	-99%	-$344K	﹤0.01%	197
2021 Q1	$339K	Buy	+8,698	New	+$443K	0.11%	51

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Hoey Investments's NIO Position: Q3 2023 in Review

Hoey Investments sold out of NIO (NIO) in Q3 2023, closing a stake of 700 shares — an estimated $6.78K sold.

Hoey Investments first reported a position in NIO in Q1 2021 and held it in 9 quarters. The position peaked at $339K in Q1 2021. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Hoey Investments reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Hoey Investments sold 700 NIO shares in Q3 2023, an estimated $6.78K.
Hoey Investments first reported a position in NIO in Q1 2021 and held it in 9 quarters.
Hoey Investments's NIO position peaked at $339K in Q1 2021.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Hoey Investments's 13F filing for Q3 2023, filed 24 Oct 2023.