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Sloy Dahl & Holst’s NIO NIO Stock Holding History

Sloy Dahl & Holst’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
2024
Q1 		– Sell
-23,600
Closed -$214K – 92
2023
Q4 		$214K Sell
23,600
-225
-0.9% -$1.79K 0.04% 82
2023
Q3 		$215K Sell
23,825
-237
-1% -$2.64K 0.05% 77
2023
Q2 		$233K Sell
24,062
-2,355
-9% -$19.9K 0.04% 72
2023
Q1 		$278K Sell
26,417
-3,808
-13% -$38.9K 0.06% 56
2022
Q4 		$295K Sell
30,225
-4,351
-13% -$50.1K 0.1% 49
2022
Q3 		$545K Hold
34,576
– – 0.12% 38
2022
Q2 		$751K Buy
34,576
+320
+0.9% +$5.87K 0.18% 33
2022
Q1 		$722K Sell
34,256
-229,366
-87% -$5.4M 0.12% 35
2021
Q4 		$9.39M Hold
263,622
– – 2% 8
2021
Q3 		$9.39M Sell
263,622
-74,731
-22% -$3.07M 2% 8
2021
Q2 		$18M Sell
338,353
-10,866
-3% -$435K 2.42% 6
2021
Q1 		$13.6M Buy
349,219
+211,482
+154% +$10.8M 1.95% 7
2020
Q4 		$8.37M Buy
137,737
+122,206
+787% +$4.73M 4.01% 5
2020
Q3 		$432K Buy
+15,531
New +$239K 0.16% 26

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sloy Dahl & Holst's NIO Position: Q1 2024 in Review

Sloy Dahl & Holst sold out of NIO (NIO) in Q1 2024, closing a stake of 23,600 shares — an estimated $214K sold.

Sloy Dahl & Holst first reported a position in NIO in Q3 2020 and held it in 14 quarters. The position peaked at $18M in Q2 2021. 484 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • Sloy Dahl & Holst reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • Sloy Dahl & Holst sold 23,600 NIO shares in Q1 2024, an estimated $214K.
  • Sloy Dahl & Holst first reported a position in NIO in Q3 2020 and held it in 14 quarters.
  • Sloy Dahl & Holst's NIO position peaked at $18M in Q2 2021.
  • 484 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Sloy Dahl & Holst's 13F filing for Q1 2024, filed 19 Apr 2024.