Kalos Management’s NIO NIO Stock Holding History

Kalos 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 Q3	–	Sell	-7,771	Closed	-$384K	–	307
2021 Q2	$384K	Buy	7,771 +300	+4%	+$12K	0.16%	168
2021 Q1	$277K	Sell	7,471 -700	-9%	-$35.7K	0.09%	235
2020 Q4	$445K	Buy	+8,171	New	+$316K	0.19%	142

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Kalos Management's NIO Position: Q3 2021 in Review

Kalos Management sold out of NIO (NIO) in Q3 2021, closing a stake of 7,771 shares — an estimated $384K sold.

Kalos Management first reported a position in NIO in Q4 2020 and held it in 3 quarters. The position peaked at $445K in Q4 2020. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

Kalos Management reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
Kalos Management sold 7,771 NIO shares in Q3 2021, an estimated $384K.
Kalos Management first reported a position in NIO in Q4 2020 and held it in 3 quarters.
Kalos Management's NIO position peaked at $445K in Q4 2020.
577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Kalos Management's 13F filing for Q3 2021, filed 10 Nov 2021.