Schubert & Co’s NIO NIO Stock Holding History

Schubert & Co’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
2023 Q1	–	Sell	-40	Closed	-$390	–	1680
2022 Q4	$390	Buy	+40	New	+$461	﹤0.01%	1432
2022 Q3	–	Sell	-38	Closed	-$1K	–	1505
2022 Q2	$1K	Buy	+38	New	+$697	﹤0.01%	1208

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Schubert & Co's NIO Position: Q1 2023 in Review

Schubert & Co sold out of NIO (NIO) in Q1 2023, closing a stake of 40 shares — an estimated $390 sold.

Schubert & Co first reported a position in NIO in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

Schubert & Co reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
Schubert & Co sold 40 NIO shares in Q1 2023, an estimated $390.
Schubert & Co first reported a position in NIO in Q2 2022 and held it in 2 quarters.
Schubert & Co's NIO position peaked at $1K in Q2 2022.
493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on Schubert & Co's 13F filing for Q1 2023, filed 2 May 2023.