Jefferies Group’s NIO NIO Stock Holding History

Jefferies Group’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
2022 Q1	–	Sell	-100,000	Closed	-$3.17M	–	1826
2021 Q4	$3.17M	Sell	100,000 -35,000	-26%	-$1.29M	0.02%	625
2021 Q3	$4.81M	Buy	135,000 +110,000	+440%	+$4.52M	0.04%	449
2021 Q2	$1.33M	Buy	+25,000	New	+$1M	0.01%	891
2019 Q2	–	Sell	-100,000	Closed	-$510K	–	2764
2019 Q1	$510K	Buy	+100,000	New	+$709K	﹤0.01%	1574

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Jefferies Group's NIO Position: Q3 2022 in Review

Jefferies Group opened a new position in NIO (NIO) in Q3 2022: 35,000 shares worth $552K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Jefferies Group previously reported a position in NIO as recently as Q4 2021.

Jefferies Group first reported a position in NIO in Q1 2019 and has held it in 8 quarters since. The position peaked at $47.4M in Q4 2020. 503 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

Jefferies Group held 35,000 shares of NIO worth $552K as of Q3 2022.
NIO was a new Jefferies Group position in Q3 2022.
NIO made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1008 holding.
Jefferies Group first reported a position in NIO in Q1 2019 and has held it in 8 quarters since.
Jefferies Group's NIO position peaked at $47.4M in Q4 2020.
503 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.