Rafferty Asset Management

Rafferty Asset Management’s NIO NIO Stock Holding History

Rafferty Asset Management’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
2025 Q4	–	Sell	-40,687	Closed	-$310K	–	1161
2025 Q3	$310K	Sell	40,687 -8,223	-17%	-$44.3K	﹤0.01%	989
2025 Q2	$168K	Sell	48,910 -1,199	-2%	-$4.47K	﹤0.01%	1060
2025 Q1	$191K	Buy	50,109 +14,028	+39%	+$61.7K	﹤0.01%	1032
2024 Q4	$157K	Sell	36,081 -39,336	-52%	-$200K	﹤0.01%	1113
2024 Q3	$504K	Buy	75,417 +2,433	+3%	+$11.2K	﹤0.01%	929
2024 Q2	$304K	Buy	72,984 +26,144	+56%	+$124K	﹤0.01%	1053
2024 Q1	$211K	Sell	46,840 -14,812	-24%	-$89.3K	﹤0.01%	1055
2023 Q4	$559K	Sell	61,652 -9,929	-14%	-$78.8K	﹤0.01%	965
2023 Q3	$647K	Buy	71,581 +23,421	+49%	+$261K	﹤0.01%	880
2023 Q2	$467K	Buy	48,160 +27,319	+131%	+$231K	﹤0.01%	995
2023 Q1	$219K	Buy	20,841 +2,516	+14%	+$25.7K	﹤0.01%	1096
2022 Q4	$179K	Buy	18,325 +3,170	+21%	+$36.5K	﹤0.01%	1089
2022 Q3	$239K	Buy	+15,155	New	+$300K	﹤0.01%	1061
2022 Q2	–	Sell	-17,614	Closed	-$371K	–	1196
2022 Q1	$371K	Buy	17,614 +8,819	+100%	+$208K	﹤0.01%	1074
2021 Q4	$279K	Buy	+8,795	New	+$323K	﹤0.01%	1162

Other funds holding NIO

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

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

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return