Sea Otter Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Sea Otter Advisors’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$919K	Hold	200,700	–	–	51.57%	1
2024 Q2	$1.64M	Buy	200,700 +194,010	+2,900%	+$3.46M	11.4%	3
2024 Q1	$209K	Hold	6,690	–	–	1.01%	22
2023 Q4	$16.9K	Hold	6,690	–	–	0.01%	113
2023 Q3	$315K	Hold	6,690	–	–	0.18%	77
2023 Q2	$277K	Buy	6,690 +23	+0.3%	+$634	0.15%	90
2023 Q1	$242K	Buy	+6,667	New	+$437K	0.12%	122

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sea Otter Advisors's NKLA Position: Q3 2024 in Review

Sea Otter Advisors held its Nikola Corporation Common Stock (NKLA) position steady in Q3 2024 at 5,333 shares worth $24.4K. The position accounts for 1.37% of the portfolio, ranked #4.

Sea Otter Advisors first reported a position in NKLA in Q2 2023 and has held it in 6 quarters since. The position peaked at $66.7K in Q3 2023. 158 funds tracked by Wall St. Rank hold NKLA as of Q3 2024.

Sea Otter Advisors held 5,333 shares of Nikola Corporation Common Stock worth $24.4K as of Q3 2024.
Sea Otter Advisors left its Nikola Corporation Common Stock share count unchanged in Q3 2024.
Nikola Corporation Common Stock made up 1.37% of Sea Otter Advisors's portfolio in Q3 2024, its #4 holding.
Sea Otter Advisors first reported a position in Nikola Corporation Common Stock in Q2 2023 and has held it in 6 quarters since.
Sea Otter Advisors's Nikola Corporation Common Stock position peaked at $66.7K in Q3 2023.
158 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2024.

Based on Sea Otter Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.