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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Psagot Value Holdings's NIO Position: Q1 2024 in Review

Psagot Value Holdings sold out of NIO (NIO) in Q1 2024, closing a stake of 5,276 shares — an estimated $50K sold.

Psagot Value Holdings first reported a position in NIO in Q1 2019 and held it in 9 quarters. The position peaked at $92K in Q4 2021. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • Psagot Value Holdings reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 5,276 NIO shares in Q1 2024, an estimated $50K.
  • Psagot Value Holdings first reported a position in NIO in Q1 2019 and held it in 9 quarters.
  • Psagot Value Holdings's NIO position peaked at $92K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

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