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Investment House LLC’s NIO NIO Stock Holding History

Investment House LLC’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
2021
Q4 		– Sell
-42,078
Closed -$1.5M – 187
2021
Q3 		$1.5M Sell
42,078
-545
-1% -$22.4K 0.11% 96
2021
Q2 		$2.27M Hold
42,623
– – 0.16% 85
2021
Q1 		$1.66M Sell
42,623
-56,635
-57% -$2.89M 0.13% 91
2020
Q4 		$4.84M Sell
99,258
-28,000
-22% -$1.08M 0.34% 66
2020
Q3 		$2.7M Sell
127,258
-21,640
-15% -$333K 0.21% 77
2020
Q2 		$1.15M Buy
148,898
+132,148
+789% +$581K 0.1% 106
2020
Q1 		$47K Sell
16,750
-23,250
-58% -$86.6K 0.01% 169
2019
Q4 		$161K Buy
+40,000
New +$80.4K 0.01% 216

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Investment House LLC's NIO Position: Q4 2021 in Review

Investment House LLC sold out of NIO (NIO) in Q4 2021, closing a stake of 42,078 shares — an estimated $1.5M sold.

Investment House LLC first reported a position in NIO in Q4 2019 and held it in 8 quarters. The position peaked at $4.84M in Q4 2020. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

  • Investment House LLC reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
  • Investment House LLC sold 42,078 NIO shares in Q4 2021, an estimated $1.5M.
  • Investment House LLC first reported a position in NIO in Q4 2019 and held it in 8 quarters.
  • Investment House LLC's NIO position peaked at $4.84M in Q4 2020.
  • 605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Investment House LLC's 13F filing for Q4 2021, filed 9 Feb 2022.