Pariax’s NIO NIO Stock Holding History

Pariax’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 Q4	$296K	Sell	32,650 -11,500	-26%	-$91.3K	0.67%	14
2023 Q3	$399K	Sell	44,150 -8,550	-16%	-$95.2K	1.25%	12
2023 Q2	$511K	Sell	52,700 -26,675	-34%	-$226K	1.6%	13
2023 Q1	$834K	Buy	79,375 +46,555	+142%	+$476K	2.54%	10
2022 Q4	$320K	Buy	+32,820	New	+$378K	0.4%	26

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Pariax's NIO Position: Q4 2023 in Review

Pariax reduced its NIO (NIO) stake by 26% in Q4 2023, selling an estimated $91.3K and leaving 32,650 shares worth $296K. The position accounts for 0.67% of the portfolio, ranked #14.

Pariax first reported a position in NIO in Q4 2022 and has held it in 5 quarters since. The position peaked at $834K in Q1 2023. 500 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Pariax held 32,650 shares of NIO worth $296K as of Q4 2023.
Pariax sold 11,500 NIO shares in Q4 2023, an estimated $91.3K.
NIO made up 0.67% of Pariax's portfolio in Q4 2023, its #14 holding.
Pariax first reported a position in NIO in Q4 2022 and has held it in 5 quarters since.
Pariax's NIO position peaked at $834K in Q1 2023.
500 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Pariax's 13F filing for Q4 2023, filed 14 Feb 2024.