SEI Investments’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-137,016
| Closed | -$522K | – | 2874 |
|
2025
Q1 | $522K | Hold |
137,016
| – | – | ﹤0.01% | 2135 |
|
2024
Q4 | $597K | Buy |
137,016
+12,222
| +10% | +$53.3K | ﹤0.01% | 2124 |
|
2024
Q3 | $834K | Sell |
124,794
-71,100
| -36% | -$475K | ﹤0.01% | 2012 |
|
2024
Q2 | $815K | Buy |
195,894
+7,600
| +4% | +$31.6K | ﹤0.01% | 1983 |
|
2024
Q1 | $847K | Sell |
188,294
-174,942
| -48% | -$787K | ﹤0.01% | 1943 |
|
2023
Q4 | $3.29M | Buy |
363,236
+53,396
| +17% | +$484K | 0.01% | 1376 |
|
2023
Q3 | $2.8M | Hold |
309,840
| – | – | 0.01% | 1437 |
|
2023
Q2 | $3M | Buy |
309,840
+45,345
| +17% | +$439K | 0.01% | 1453 |
|
2023
Q1 | $2.78M | Sell |
264,495
-231,768
| -47% | -$2.44M | 0.01% | 1471 |
|
2022
Q4 | $4.84M | Buy |
496,263
+80,906
| +19% | +$789K | 0.01% | 1070 |
|
2022
Q3 | $6.55M | Buy |
415,357
+70,043
| +20% | +$1.1M | 0.01% | 957 |
|
2022
Q2 | $7.5M | Buy |
345,314
+6,401
| +2% | +$139K | 0.02% | 910 |
|
2022
Q1 | $7.13M | Buy |
338,913
+106,140
| +46% | +$2.23M | 0.01% | 936 |
|
2021
Q4 | $7.37M | Buy |
232,773
+57,849
| +33% | +$1.83M | 0.01% | 942 |
|
2021
Q3 | $6.23M | Buy |
174,924
+79,173
| +83% | +$2.82M | 0.01% | 983 |
|
2021
Q2 | $5.09M | Buy |
95,751
+877
| +0.9% | +$46.7K | 0.01% | 1062 |
|
2021
Q1 | $3.7M | Sell |
94,874
-518,704
| -85% | -$20.2M | 0.01% | 1180 |
|
2020
Q4 | $29.9M | Buy |
613,578
+270,565
| +79% | +$13.2M | 0.08% | 253 |
|
2020
Q3 | $7.28M | Buy |
343,013
+240,537
| +235% | +$5.1M | 0.02% | 693 |
|
2020
Q2 | $791K | Sell |
102,476
-19,045
| -16% | -$147K | ﹤0.01% | 1649 |
|
2020
Q1 | $338K | Sell |
121,521
-57,597
| -32% | -$160K | ﹤0.01% | 1874 |
|
2019
Q4 | $720K | Hold |
179,118
| – | – | ﹤0.01% | 1774 |
|
2019
Q3 | $279K | Hold |
179,118
| – | – | ﹤0.01% | 2145 |
|
2019
Q2 | $457K | Hold |
179,118
| – | – | ﹤0.01% | 1919 |
|
2019
Q1 | $914K | Hold |
179,118
| – | – | ﹤0.01% | 1625 |
|
2018
Q4 | $1.25M | Hold |
179,118
| – | – | ﹤0.01% | 1460 |
|
2018
Q3 | $1.25M | Buy |
+179,118
| New | +$1.25M | ﹤0.01% | 1401 |
|