Polar Capital Holdings’s NIO NIO Stock Holding History

Polar Capital Holdings’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
2024 Q1	–	Sell	-550,000	Closed	-$4.99M	–	300
2023 Q4	$4.99M	Buy	550,000 +155,000	+39%	+$1.23M	0.03%	235
2023 Q3	$3.57M	Sell	395,000 -390,000	-50%	-$4.34M	0.03%	241
2023 Q2	$7.61M	Buy	785,000 +113,000	+17%	+$956K	0.05%	213
2023 Q1	$7.06M	Buy	+672,000	New	+$6.87M	0.05%	214
2022 Q4	–	Sell	-306,745	Closed	-$4.84K	–	368
2022 Q3	$4.84K	Sell	306,745 -65,688	-18%	-$1.3M	0.03%	245
2022 Q2	$8.09K	Buy	372,433 +124,384	+50%	+$2.28M	0.05%	210
2022 Q1	$5.22K	Buy	248,049 +153,000	+161%	+$3.6M	0.02%	265
2021 Q4	$3.01K	Buy	95,049 +89,349	+1,568%	+$3.28M	0.01%	280
2021 Q3	$203	Buy	+5,700	New	+$234K	﹤0.01%	352

Other funds holding NIO

BlackRock New York $5.7T 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

Baillie Gifford & Co

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Legal & General Group

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

Geode Capital Management

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