Sumitomo Mitsui DS Asset Management’s NIO NIO Stock Holding History

Sumitomo Mitsui DS Asset Management’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 Q3	–	Sell	-51,172	Closed	-$213K	–	782
2024 Q2	$213K	Hold	51,172	–	–	﹤0.01%	749
2024 Q1	$230K	Buy	51,172 +3,025	+6%	+$18.2K	﹤0.01%	741
2023 Q4	$437K	Hold	48,147	–	–	0.01%	721
2023 Q3	$435K	Buy	48,147 +4,916	+11%	+$54.7K	0.01%	697
2023 Q2	$419K	Hold	43,231	–	–	0.01%	702
2023 Q1	$454K	Buy	43,231 +5,035	+13%	+$51.5K	0.01%	680
2022 Q4	$372K	Buy	38,196 +4,301	+13%	+$49.6K	0.01%	694
2022 Q3	$535K	Buy	33,895 +5,884	+21%	+$116K	0.01%	619
2022 Q2	$608K	Buy	28,011 +3,583	+15%	+$65.7K	0.01%	597
2022 Q1	$514K	Buy	24,428 +1,520	+7%	+$35.8K	0.01%	654
2021 Q4	$725K	Buy	22,908 +4,677	+26%	+$172K	0.02%	598
2021 Q3	$649K	Sell	18,231 -149,098	-89%	-$6.13M	0.02%	610
2021 Q2	$8.9M	Buy	167,329 +151,579	+962%	+$6.07M	0.21%	100
2021 Q1	$613K	Buy	15,750 +868	+6%	+$44.2K	0.02%	600
2020 Q4	$725K	Buy	14,882 +3,974	+36%	+$154K	0.02%	545
2020 Q3	$231K	Buy	+10,908	New	+$168K	0.01%	687

Other funds holding NIO

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's NIO Position: Q3 2024 in Review

Sumitomo Mitsui DS Asset Management sold out of NIO (NIO) in Q3 2024, closing a stake of 51,172 shares — an estimated $213K sold.

Sumitomo Mitsui DS Asset Management first reported a position in NIO in Q3 2020 and held it in 16 quarters. The position peaked at $8.9M in Q2 2021. 439 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

Sumitomo Mitsui DS Asset Management reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 51,172 NIO shares in Q3 2024, an estimated $213K.
Sumitomo Mitsui DS Asset Management first reported a position in NIO in Q3 2020 and held it in 16 quarters.
Sumitomo Mitsui DS Asset Management's NIO position peaked at $8.9M in Q2 2021.
439 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q3 2024, filed 17 Oct 2024.