ICP
NKLA

Inclusive Capital Partners’s Nikola Corporation Common Stock NKLA Stock Holding History

Inclusive Capital Partners’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-249,138
Closed -$35.6M – 9
2022
Q2 		$35.6M Sell
249,138
-20,000
-7% -$4.09M 3.97% 6
2022
Q1 		$86.5M Sell
269,138
-73,377
-21% -$18.7M 8.92% 5
2021
Q4 		$101M Hold
342,515
– – 10.38% 4
2021
Q3 		$110M Hold
342,515
– – 11.97% 3
2021
Q2 		$186M Hold
342,515
– – 17.19% 2
2021
Q1 		$143M Hold
342,515
– – 10.61% 5
2020
Q4 		$157M Buy
+342,515
New +$213M 15.9% 2

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $370M AUM 16.54% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return