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Lehman & Derafelo Financial Resources’s NIO NIO Stock Holding History

Lehman & Derafelo Financial Resources’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
2020
Q4 		– Sell
-200
Closed -$4K – 255
2020
Q3 		$4K Buy
+200
New +$3.08K ﹤0.01% 254

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lehman & Derafelo Financial Resources's NIO Position: Q4 2020 in Review

Lehman & Derafelo Financial Resources sold out of NIO (NIO) in Q4 2020, closing a stake of 200 shares — an estimated $4K sold.

Lehman & Derafelo Financial Resources first reported a position in NIO in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 572 funds tracked by Wall St. Rank hold NIO as of Q4 2020.

  • Lehman & Derafelo Financial Resources reported no remaining NIO position as of Q4 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 200 NIO shares in Q4 2020, an estimated $4K.
  • Lehman & Derafelo Financial Resources first reported a position in NIO in Q3 2020 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's NIO position peaked at $4K in Q3 2020.
  • 572 funds tracked by Wall St. Rank held NIO as of Q4 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2020, filed 20 Jan 2021.