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Monetta Financial Services’s NIO NIO Stock Holding History

Monetta Financial Services’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
-40,000
Closed -$2.13M – 38
2021
Q2 		$2.13M Hold
40,000
– – 1.64% 21
2021
Q1 		$1.56M Buy
40,000
+22,000
+122% +$1.12M 1.23% 24
2020
Q4 		$877K Buy
+18,000
New +$696K 0.69% 34

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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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Monetta Financial Services's NIO Position: Q3 2021 in Review

Monetta Financial Services sold out of NIO (NIO) in Q3 2021, closing a stake of 40,000 shares — an estimated $2.13M sold.

Monetta Financial Services first reported a position in NIO in Q4 2020 and held it in 3 quarters. The position peaked at $2.13M in Q2 2021. 577 funds tracked by Wall St. Rank hold NIO as of Q3 2021.

  • Monetta Financial Services reported no remaining NIO position as of Q3 2021 after selling out during the quarter.
  • Monetta Financial Services sold 40,000 NIO shares in Q3 2021, an estimated $2.13M.
  • Monetta Financial Services first reported a position in NIO in Q4 2020 and held it in 3 quarters.
  • Monetta Financial Services's NIO position peaked at $2.13M in Q2 2021.
  • 577 funds tracked by Wall St. Rank held NIO as of Q3 2021.

Based on Monetta Financial Services's 13F filing for Q3 2021, filed 9 Nov 2021.