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Navellier & Associates’s NIO NIO Stock Holding History

Navellier & 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
-72,400
Closed -$2.58M – 343
2021
Q3 		$2.58M Buy
72,400
+3,923
+6% +$161K 0.39% 79
2021
Q2 		$3.64M Buy
68,477
+3,350
+5% +$134K 0.55% 66
2021
Q1 		$2.54M Buy
+65,127
New +$3.32M 0.46% 74

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 $3.37T AUM 44.26% 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

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

Navellier & Associates sold out of NIO (NIO) in Q4 2021, closing a stake of 72,400 shares — an estimated $2.58M sold.

Navellier & Associates first reported a position in NIO in Q1 2021 and held it in 3 quarters. The position peaked at $3.64M in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

  • Navellier & Associates reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
  • Navellier & Associates sold 72,400 NIO shares in Q4 2021, an estimated $2.58M.
  • Navellier & Associates first reported a position in NIO in Q1 2021 and held it in 3 quarters.
  • Navellier & Associates's NIO position peaked at $3.64M in Q2 2021.
  • 605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Navellier & Associates's 13F filing for Q4 2021, filed 14 Feb 2022.