Kovitz Investment Group Partners’s NIO NIO Stock Holding History

Kovitz Investment Group Partners’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	-20,000	Closed	-$975K	–	449
2021 Q4	$975K	Buy	+20,000	New	+$735K	0.02%	278
2021 Q2	–	Sell	-30,000	Closed	-$1.17M	–	435
2021 Q1	$1.17M	Buy	30,000 +10,000	+50%	+$510K	0.03%	271
2020 Q4	$975K	Buy	+20,000	New	+$774K	0.02%	274

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Kovitz Investment Group Partners's NIO Position: Q1 2022 in Review

Kovitz Investment Group Partners sold out of NIO (NIO) in Q1 2022, closing a stake of 20,000 shares — an estimated $975K sold.

Kovitz Investment Group Partners first reported a position in NIO in Q4 2020 and held it in 3 quarters. The position peaked at $1.17M in Q1 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Kovitz Investment Group Partners reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Kovitz Investment Group Partners sold 20,000 NIO shares in Q1 2022, an estimated $975K.
Kovitz Investment Group Partners first reported a position in NIO in Q4 2020 and held it in 3 quarters.
Kovitz Investment Group Partners's NIO position peaked at $1.17M in Q1 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2022, filed 22 Apr 2022.