Kercheville Advisors’s NIO NIO Stock Holding History

Kercheville Advisors’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	-55,151	Closed	-$1.75M	–	117
2021 Q4	$1.75M	Sell	55,151 -22,700	-29%	-$834K	0.76%	31
2021 Q3	$2.77M	Sell	77,851 -13,250	-15%	-$544K	1.31%	20
2021 Q2	$4.85M	Buy	91,101 +38,901	+75%	+$1.56M	2.24%	11
2021 Q1	$2.04M	Buy	52,200 +1,025	+2%	+$52.2K	1.02%	30
2020 Q4	$2.49M	Buy	+51,175	New	+$1.98M	1.36%	22

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kercheville Advisors's NIO Position: Q1 2022 in Review

Kercheville Advisors sold out of NIO (NIO) in Q1 2022, closing a stake of 55,151 shares — an estimated $1.75M sold.

Kercheville Advisors first reported a position in NIO in Q4 2020 and held it in 5 quarters. The position peaked at $4.85M in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Kercheville Advisors reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Kercheville Advisors sold 55,151 NIO shares in Q1 2022, an estimated $1.75M.
Kercheville Advisors first reported a position in NIO in Q4 2020 and held it in 5 quarters.
Kercheville Advisors's NIO position peaked at $4.85M in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Kercheville Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.