Neuberger Berman Group
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Neuberger Berman Group’s CION Investment CION Stock Holding History

Neuberger Berman Group’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-40,359
Closed -$480K – 1947
2024
Q3 		$480K Sell
40,359
-6,585
-14% -$79.4K ﹤0.01% 1534
2024
Q2 		$569K Buy
+46,944
New +$554K ﹤0.01% 1454
2024
Q1 		– Sell
-28,728
Closed -$325K – 1848
2023
Q4 		$325K Sell
28,728
-2,101
-7% -$22.3K ﹤0.01% 1626
2023
Q3 		$326K Buy
+30,829
New +$334K ﹤0.01% 1569

Other funds holding CION

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group's CION Position: Q4 2024 in Review

Neuberger Berman Group sold out of CION Investment (CION) in Q4 2024, closing a stake of 40,359 shares — an estimated $480K sold.

Neuberger Berman Group first reported a position in CION in Q3 2023 and held it in 4 quarters. The position peaked at $569K in Q2 2024. 178 funds tracked by Wall St. Rank hold CION as of Q4 2024.

  • Neuberger Berman Group reported no remaining CION Investment position as of Q4 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 40,359 CION Investment shares in Q4 2024, an estimated $480K.
  • Neuberger Berman Group first reported a position in CION Investment in Q3 2023 and held it in 4 quarters.
  • Neuberger Berman Group's CION Investment position peaked at $569K in Q2 2024.
  • 178 funds tracked by Wall St. Rank held CION Investment as of Q4 2024.

Based on Neuberger Berman Group's 13F filing for Q4 2024, filed 13 Feb 2025.