Moors & Cabot’s NIO NIO Stock Holding History

Moors & Cabot’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	-8,172	Closed	-$259K	–	951
2021 Q4	$259K	Sell	8,172 -9,928	-55%	-$365K	0.02%	683
2021 Q3	$652K	Buy	18,100 +8,900	+97%	+$366K	0.04%	375
2021 Q2	$489K	Buy	9,200 +800	+10%	+$32K	0.03%	426
2021 Q1	$327K	Buy	8,400 +450	+6%	+$22.9K	0.03%	507
2020 Q4	$387K	Buy	+7,950	New	+$308K	0.03%	448

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 $3.37T AUM 44.26% 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

Moors & Cabot's NIO Position: Q1 2022 in Review

Moors & Cabot sold out of NIO (NIO) in Q1 2022, closing a stake of 8,172 shares — an estimated $259K sold.

Moors & Cabot first reported a position in NIO in Q4 2020 and held it in 5 quarters. The position peaked at $652K in Q3 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Moors & Cabot reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Moors & Cabot sold 8,172 NIO shares in Q1 2022, an estimated $259K.
Moors & Cabot first reported a position in NIO in Q4 2020 and held it in 5 quarters.
Moors & Cabot's NIO position peaked at $652K in Q3 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Moors & Cabot's 13F filing for Q1 2022, filed 13 May 2022.