Stonehage Fleming Financial Services’s NIO NIO Stock Holding History

Stonehage Fleming Financial Services’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 Q4	–	Sell	-12,000	Closed	-$108K	–	270
2023 Q3	$108K	Buy	+12,000	New	+$134K	0.01%	169
2022 Q3	–	Sell	-6,000	Closed	-$130K	–	234
2022 Q2	$130K	Sell	6,000 -6,000	-50%	-$110K	0.01%	163
2022 Q1	$252K	Hold	12,000	–	–	0.01%	140
2021 Q4	$380K	Buy	12,000 +2,763	+30%	+$102K	0.01%	131
2021 Q3	$329K	Buy	9,237 +9,000	+3,797%	+$370K	0.01%	132
2021 Q2	$13K	Buy	+237	New	+$9.49K	﹤0.01%	200

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Stonehage Fleming Financial Services's NIO Position: Q4 2023 in Review

Stonehage Fleming Financial Services sold out of NIO (NIO) in Q4 2023, closing a stake of 12,000 shares — an estimated $108K sold.

Stonehage Fleming Financial Services first reported a position in NIO in Q2 2021 and held it in 6 quarters. The position peaked at $380K in Q4 2021. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Stonehage Fleming Financial Services reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Stonehage Fleming Financial Services sold 12,000 NIO shares in Q4 2023, an estimated $108K.
Stonehage Fleming Financial Services first reported a position in NIO in Q2 2021 and held it in 6 quarters.
Stonehage Fleming Financial Services's NIO position peaked at $380K in Q4 2021.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.