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Montag & Associates’s NIO NIO Stock Holding History

Montag & Associates’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
-17
Closed -$1K – 895
2021
Q3 		$1K Sell
17
-337
-95% -$13.8K ﹤0.01% 839
2021
Q2 		$19K Buy
354
+234
+195% +$9.37K ﹤0.01% 661
2021
Q1 		$5K Sell
120
-33
-22% -$1.68K ﹤0.01% 766
2020
Q4 		$7K Buy
+153
New +$5.92K ﹤0.01% 730

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Montag & Associates's NIO Position: Q4 2021 in Review

Montag & Associates sold out of NIO (NIO) in Q4 2021, closing a stake of 17 shares — an estimated $1K sold.

Montag & Associates first reported a position in NIO in Q4 2020 and held it in 4 quarters. The position peaked at $19K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

  • Montag & Associates reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
  • Montag & Associates sold 17 NIO shares in Q4 2021, an estimated $1K.
  • Montag & Associates first reported a position in NIO in Q4 2020 and held it in 4 quarters.
  • Montag & Associates's NIO position peaked at $19K in Q2 2021.
  • 605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Montag & Associates's 13F filing for Q4 2021, filed 9 Feb 2022.