JCM
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Jacobi Capital Management’s NIO NIO Stock Holding History

Jacobi Capital Management’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
-5,049
Closed -$180K – 994
2021
Q3 		$180K Buy
5,049
+230
+5% +$9.45K 0.02% 417
2021
Q2 		$256K Buy
4,819
+360
+8% +$14.4K 0.03% 340
2021
Q1 		$174K Buy
4,459
+2,195
+97% +$112K 0.03% 371
2020
Q4 		$110K Buy
2,264
+1,835
+428% +$71K 0.02% 394
2020
Q3 		$9K Sell
429
-47,246
-99% -$727K ﹤0.01% 824
2020
Q2 		$368K Buy
47,675
+2,000
+4% +$8.79K 0.07% 218
2020
Q1 		$127K Hold
45,675
– – 0.03% 304
2019
Q4 		$184K Hold
45,675
– – 0.03% 297
2019
Q3 		$71K Hold
45,675
– – 0.01% 395
2019
Q2 		$116K Buy
+45,675
New +$183K 0.02% 331

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return