Napatree Capital’s NIO NIO Stock Holding History

Napatree Capital’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
2024 Q4	–	Sell	-12,425	Closed	-$83K	–	183
2024 Q3	$83K	Buy	+12,425	New	+$57.1K	0.06%	159
2024 Q2	–	Sell	-13,125	Closed	-$62K	–	138
2024 Q1	$62K	Hold	13,125	–	–	0.06%	120
2023 Q4	$119K	Buy	+13,125	New	+$104K	0.12%	116

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Napatree Capital's NIO Position: Q4 2024 in Review

Napatree Capital sold out of NIO (NIO) in Q4 2024, closing a stake of 12,425 shares — an estimated $83K sold.

Napatree Capital first reported a position in NIO in Q4 2023 and held it in 3 quarters. The position peaked at $119K in Q4 2023. 428 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

Napatree Capital reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
Napatree Capital sold 12,425 NIO shares in Q4 2024, an estimated $83K.
Napatree Capital first reported a position in NIO in Q4 2023 and held it in 3 quarters.
Napatree Capital's NIO position peaked at $119K in Q4 2023.
428 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Napatree Capital's 13F filing for Q4 2024, filed 11 Feb 2025.