Pinnacle Associates’s NIO NIO Stock Holding History

Pinnacle 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	-5,790	Closed	-$206K	–	801
2021 Q3	$206K	Buy	5,790 +1,165	+25%	+$47.9K	﹤0.01%	730
2021 Q2	$246K	Buy	+4,625	New	+$185K	﹤0.01%	689

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Pinnacle Associates's NIO Position: Q4 2021 in Review

Pinnacle Associates sold out of NIO (NIO) in Q4 2021, closing a stake of 5,790 shares — an estimated $206K sold.

Pinnacle Associates first reported a position in NIO in Q2 2021 and held it in 2 quarters. The position peaked at $246K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Pinnacle Associates reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Pinnacle Associates sold 5,790 NIO shares in Q4 2021, an estimated $206K.
Pinnacle Associates first reported a position in NIO in Q2 2021 and held it in 2 quarters.
Pinnacle Associates's NIO position peaked at $246K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Pinnacle Associates's 13F filing for Q4 2021, filed 2 Feb 2022.