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 Oslo, Norway $1T AUM

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

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

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

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

Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Inclusive Capital Partners's NKLA Position: Q3 2022 in Review

Inclusive Capital Partners sold out of Nikola Corporation Common Stock (NKLA) in Q3 2022, closing a stake of 249,138 shares — an estimated $35.6M sold.

Inclusive Capital Partners first reported a position in NKLA in Q4 2020 and held it in 7 quarters. The position peaked at $186M in Q2 2021. 258 funds tracked by Wall St. Rank hold NKLA as of Q3 2022.

Inclusive Capital Partners reported no remaining Nikola Corporation Common Stock position as of Q3 2022 after selling out during the quarter.
Inclusive Capital Partners sold 249,138 Nikola Corporation Common Stock shares in Q3 2022, an estimated $35.6M.
Inclusive Capital Partners first reported a position in Nikola Corporation Common Stock in Q4 2020 and held it in 7 quarters.
Inclusive Capital Partners's Nikola Corporation Common Stock position peaked at $186M in Q2 2021.
258 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2022.

Based on Inclusive Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.