North Star Investment Management’s Nikola Corporation Common Stock NKLA Stock Holding History

North Star Investment Management’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16	Closed	-$73	–	1268
2024 Q3	$73	Hold	16	–	–	﹤0.01%	1168
2024 Q2	$131	Sell	16 -1	-6%	-$18	﹤0.01%	1137
2024 Q1	$520	Hold	17	–	–	﹤0.01%	1178
2023 Q4	$437	Sell	17 -16	-48%	-$497	﹤0.01%	1141
2023 Q3	$1.57K	Hold	33	–	–	﹤0.01%	1089
2023 Q2	$1.38K	Hold	33	–	–	﹤0.01%	1109
2023 Q1	$1.21K	Hold	33	–	–	﹤0.01%	1139
2022 Q4	$2.16K	Sell	33 -104	-76%	-$8.69K	﹤0.01%	1067
2022 Q3	$14K	Hold	137	–	–	﹤0.01%	753
2022 Q2	$20K	Hold	137	–	–	﹤0.01%	715
2022 Q1	$44K	Hold	137	–	–	﹤0.01%	613
2021 Q4	$40K	Hold	137	–	–	﹤0.01%	665
2021 Q3	$44K	Hold	137	–	–	﹤0.01%	612
2021 Q2	$74K	Hold	137	–	–	0.01%	519
2021 Q1	$57K	Hold	137	–	–	0.01%	533
2020 Q4	$63K	Buy	137 +17	+14%	+$10.6K	0.01%	500
2020 Q3	$74K	Buy	+120	New	+$140K	0.01%	451

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

North Star Investment Management's NKLA Position: Q4 2024 in Review

North Star Investment Management sold out of Nikola Corporation Common Stock (NKLA) in Q4 2024, closing a stake of 16 shares — an estimated $73 sold.

North Star Investment Management first reported a position in NKLA in Q3 2020 and held it in 17 quarters. The position peaked at $74K in Q2 2021. 161 funds tracked by Wall St. Rank hold NKLA as of Q4 2024.

North Star Investment Management reported no remaining Nikola Corporation Common Stock position as of Q4 2024 after selling out during the quarter.
North Star Investment Management sold 16 Nikola Corporation Common Stock shares in Q4 2024, an estimated $73.
North Star Investment Management first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 17 quarters.
North Star Investment Management's Nikola Corporation Common Stock position peaked at $74K in Q2 2021.
161 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2024.

Based on North Star Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.