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 New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Geode Capital Management

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