Koss-Olinger Consulting’s NIO NIO Stock Holding History

Koss-Olinger Consulting’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	-10,019	Closed	-$357K	–	243
2021 Q3	$357K	Sell	10,019 -20,000	-67%	-$822K	0.06%	158
2021 Q2	$1.6M	Buy	+30,019	New	+$1.2M	0.24%	44

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Koss-Olinger Consulting's NIO Position: Q4 2021 in Review

Koss-Olinger Consulting sold out of NIO (NIO) in Q4 2021, closing a stake of 10,019 shares — an estimated $357K sold.

Koss-Olinger Consulting first reported a position in NIO in Q2 2021 and held it in 2 quarters. The position peaked at $1.6M in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Koss-Olinger Consulting reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Koss-Olinger Consulting sold 10,019 NIO shares in Q4 2021, an estimated $357K.
Koss-Olinger Consulting first reported a position in NIO in Q2 2021 and held it in 2 quarters.
Koss-Olinger Consulting's NIO position peaked at $1.6M in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Koss-Olinger Consulting's 13F filing for Q4 2021, filed 7 Feb 2022.