PO
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Private Ocean’s NIO NIO Stock Holding History

Private Ocean’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
Q2 		– Sell
-241
Closed -$2.53K – 621
2023
Q1 		$2.53K Hold
241
– – ﹤0.01% 508
2022
Q4 		$2.35K Hold
241
– – ﹤0.01% 474
2022
Q3 		$3K Buy
+241
New +$4.77K ﹤0.01% 460
2022
Q2 		– Sell
-225
Closed -$5K – 596
2022
Q1 		$5K Buy
225
+15
+7% +$353 ﹤0.01% 441
2021
Q4 		$7K Buy
+210
New +$7.72K ﹤0.01% 443

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return