Qtron Investments’s NIO NIO Stock Holding History

Qtron Investments’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 Q2	–	Sell	-59,017	Closed	-$266K	–	485
2024 Q1	$266K	Hold	59,017	–	–	0.04%	446
2023 Q4	$535K	Buy	+59,017	New	+$468K	0.09%	315
2023 Q1	–	Sell	-110,416	Closed	-$1.08M	–	443
2022 Q4	$1.08M	Sell	110,416 -10,067	-8%	-$116K	0.23%	107
2022 Q3	$1.9M	Buy	120,483 +2,198	+2%	+$43.5K	0.47%	43
2022 Q2	$2.57M	Hold	118,285	–	–	0.56%	34
2022 Q1	$2.49M	Hold	118,285	–	–	0.56%	36
2021 Q4	$3.75M	Buy	118,285 +34,854	+42%	+$1.28M	0.85%	21
2021 Q3	$2.97M	Hold	83,431	–	–	0.8%	17
2021 Q2	$4.44M	Sell	83,431 -3,016	-3%	-$121K	1.12%	12
2021 Q1	$3.37M	Buy	86,447 +9,670	+13%	+$493K	0.94%	17
2020 Q4	$3.74M	Buy	76,777 +17,359	+29%	+$672K	1%	15
2020 Q3	$1.26M	Buy	+59,418	New	+$915K	0.44%	41

Other funds holding NIO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Geode Capital Management

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

Legal & General Group

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return