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	0.04%	213
2023 Q1	$7.06M	Buy	+672,000	New	+$6.87M	0.05%	214
2022 Q4	–	Sell	-306,745	Closed	-$4.84M	–	368
2022 Q3	$4.84M	Sell	306,745 -65,688	-18%	-$1.3M	0.03%	245
2022 Q2	$8.09M	Buy	372,433 +124,384	+50%	+$2.28M	0.05%	210
2022 Q1	$5.22M	Buy	248,049 +153,000	+161%	+$3.6M	0.02%	265
2021 Q4	$3.01M	Buy	95,049 +89,349	+1,568%	+$3.28M	0.01%	280
2021 Q3	$203K	Buy	+5,700	New	+$234K	﹤0.01%	352

Other funds holding NIO

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Polar Capital Holdings's NIO Position: Q1 2024 in Review

Polar Capital Holdings sold out of NIO (NIO) in Q1 2024, closing a stake of 550,000 shares — an estimated $4.99M sold.

Polar Capital Holdings first reported a position in NIO in Q3 2021 and held it in 9 quarters. The position peaked at $8.09M in Q2 2022. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

Polar Capital Holdings reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
Polar Capital Holdings sold 550,000 NIO shares in Q1 2024, an estimated $4.99M.
Polar Capital Holdings first reported a position in NIO in Q3 2021 and held it in 9 quarters.
Polar Capital Holdings's NIO position peaked at $8.09M in Q2 2022.
483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Polar Capital Holdings's 13F filing for Q1 2024, filed 15 May 2024.