Sargent Bickham Lagudis’s NIO NIO Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$11.6K	Sell	1,187 -310	-21%	-$3.57K	﹤0.01%	708
2022 Q3	$24K	Buy	1,497 +1,238	+478%	+$24.5K	﹤0.01%	542
2022 Q2	$6K	Hold	259	–	–	﹤0.01%	771
2022 Q1	$5K	Sell	259 -145	-36%	-$3.42K	﹤0.01%	797
2021 Q4	$13K	Buy	404 +22	+6%	+$808	﹤0.01%	672
2021 Q3	$14K	Hold	382	–	–	﹤0.01%	660
2021 Q2	$20K	Buy	382 +123	+47%	+$4.93K	﹤0.01%	609
2021 Q1	$10K	Buy	259 +20	+8%	+$1.02K	﹤0.01%	699
2020 Q4	$12K	Sell	239 -25	-9%	-$967	﹤0.01%	636
2020 Q3	$6K	Hold	264	–	–	﹤0.01%	649
2020 Q2	$2K	Hold	264	–	–	﹤0.01%	721
2020 Q1	$1K	Buy	+264	New	+$983	﹤0.01%	751

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Sargent Bickham Lagudis's NIO Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its NIO (NIO) stake by 21% in Q4 2022, selling an estimated $3.57K and leaving 1,187 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Sargent Bickham Lagudis first reported a position in NIO in Q1 2020 and has held it in 12 quarters since. The position peaked at $24K in Q3 2022. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

Sargent Bickham Lagudis held 1,187 shares of NIO worth $11.6K as of Q4 2022.
Sargent Bickham Lagudis sold 310 NIO shares in Q4 2022, an estimated $3.57K.
NIO made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #708 holding.
Sargent Bickham Lagudis first reported a position in NIO in Q1 2020 and has held it in 12 quarters since.
Sargent Bickham Lagudis's NIO position peaked at $24K in Q3 2022.
516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.