Jacobi Capital Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Jacobi Capital Management’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
2021 Q4	–	Sell	-78	Closed	-$25K	–	1381
2021 Q3	$25K	Sell	78 -4	-5%	-$1.4K	﹤0.01%	813
2021 Q2	$45K	Hold	82	–	–	0.01%	654
2021 Q1	$34K	Buy	82 +3	+4%	+$1.71K	0.01%	671
2020 Q4	$36K	Buy	79 +61	+339%	+$38K	0.01%	600
2020 Q3	$11K	Buy	18 +9	+100%	+$10.5K	﹤0.01%	796
2020 Q2	$19K	Buy	+9	New	+$8.67K	﹤0.01%	664

Other funds holding NKLA

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jacobi Capital Management's NKLA Position: Q4 2021 in Review

Jacobi Capital Management sold out of Nikola Corporation Common Stock (NKLA) in Q4 2021, closing a stake of 78 shares — an estimated $25K sold.

Jacobi Capital Management first reported a position in NKLA in Q2 2020 and held it in 6 quarters. The position peaked at $45K in Q2 2021. 275 funds tracked by Wall St. Rank hold NKLA as of Q4 2021.

Jacobi Capital Management reported no remaining Nikola Corporation Common Stock position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 78 Nikola Corporation Common Stock shares in Q4 2021, an estimated $25K.
Jacobi Capital Management first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 6 quarters.
Jacobi Capital Management's Nikola Corporation Common Stock position peaked at $45K in Q2 2021.
275 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.