Psagot Value Holdings’s NIO NIO Stock Holding History

Psagot Value 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	-5,276	Closed	-$50K	–	384
2023 Q4	$50K	Sell	5,276 -1,266	-19%	-$10K	0.02%	255
2023 Q3	$58K	Sell	6,542 -64	-1%	-$712	0.03%	234
2023 Q2	$62K	Buy	6,606 +1,377	+26%	+$11.7K	0.03%	235
2023 Q1	$54K	Buy	+5,229	New	+$53.5K	0.02%	250
2022 Q1	–	Sell	-2,900	Closed	-$92K	–	380
2021 Q4	$92K	Buy	2,900 +1,600	+123%	+$58.8K	0.02%	262
2021 Q3	$46K	Hold	1,300	–	–	0.01%	331
2021 Q2	$69K	Sell	1,300 -400	-24%	-$16K	﹤0.01%	344
2021 Q1	$66K	Buy	+1,700	New	+$86.6K	﹤0.01%	312
2019 Q2	–	Sell	-5,677	Closed	-$29K	–	436
2019 Q1	$29K	Buy	+5,677	New	+$40.2K	﹤0.01%	366

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