Optimas Capital’s NIO NIO Stock Holding History

Optimas 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
2023 Q3	–	Sell	-105,000	Closed	-$1.02M	–	43
2023 Q2	$1.02M	Buy	+105,000	New	+$889K	1.18%	21

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Optimas Capital's NIO Position: Q3 2023 in Review

Optimas Capital sold out of NIO (NIO) in Q3 2023, closing a stake of 105,000 shares — an estimated $1.02M sold.

Optimas Capital first reported a position in NIO in Q2 2023 and held it in 1 quarter. The position peaked at $1.02M in Q2 2023. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Optimas Capital reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Optimas Capital sold 105,000 NIO shares in Q3 2023, an estimated $1.02M.
Optimas Capital first reported a position in NIO in Q2 2023 and held it in 1 quarter.
Optimas Capital's NIO position peaked at $1.02M in Q2 2023.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Optimas Capital's 13F filing for Q3 2023, filed 31 Oct 2023.