Sumitomo Mitsui Trust Group
NIO icon

Sumitomo Mitsui Trust Group’s NIO NIO Stock Holding History

Sumitomo Mitsui Trust Group’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
Q4 		– Sell
-424,322
Closed -$2.83M – 1057
2024
Q3 		$2.83M Sell
424,322
-2,929,058
-87% -$13.5M ﹤0.01% 800
2024
Q2 		$14M Sell
3,353,380
-65,391
-2% -$309K 0.01% 684
2024
Q1 		$15.4M Sell
3,418,771
-8,544
-0.2% -$51.5K 0.01% 739
2023
Q4 		$31.1M Sell
3,427,315
-26,498
-0.8% -$210K 0.02% 612
2023
Q3 		$31.2M Sell
3,453,813
-77,458
-2% -$862K 0.03% 587
2023
Q2 		$34.2M Buy
3,531,271
+98,525
+3% +$834K 0.03% 573
2023
Q1 		$36.1M Sell
3,432,746
-28,867
-0.8% -$295K 0.03% 587
2022
Q4 		$33.8M Buy
3,461,613
+53,986
+2% +$622K 0.03% 598
2022
Q3 		$53.7M Buy
3,407,627
+132,493
+4% +$2.62M 0.04% 463
2022
Q2 		$71.1M Buy
3,275,134
+58,259
+2% +$1.07M 0.05% 394
2022
Q1 		$67.7M Buy
3,216,875
+171,144
+6% +$4.03M 0.05% 437
2021
Q4 		$96.5M Sell
3,045,731
-270,697
-8% -$9.95M 0.06% 348
2021
Q3 		$118M Buy
3,316,428
+80,540
+2% +$3.31M 0.07% 293
2021
Q2 		$172M Sell
3,235,888
-73,567
-2% -$2.95M 0.1% 222
2021
Q1 		$129M Sell
3,309,455
-121,023
-4% -$6.17M 0.08% 281
2020
Q4 		$167M Buy
3,430,478
+45,064
+1% +$1.74M 0.11% 207
2020
Q3 		$71.8M Buy
3,385,414
+569,772
+20% +$8.77M 0.05% 390
2020
Q2 		$21.7M Buy
2,815,642
+839,145
+42% +$3.69M 0.02% 667
2020
Q1 		$5.5M Buy
1,976,497
+106,460
+6% +$396K ﹤0.01% 780
2019
Q4 		$7.52M Buy
1,870,037
+151,481
+9% +$305K 0.01% 765
2019
Q3 		$2.68M Sell
1,718,556
-26,435
-2% -$80.9K ﹤0.01% 853
2019
Q2 		$4.45M Buy
+1,744,991
New +$7.01M ﹤0.01% 778

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group's NIO Position: Q4 2024 in Review

Sumitomo Mitsui Trust Group sold out of NIO (NIO) in Q4 2024, closing a stake of 424,322 shares — an estimated $2.83M sold.

Sumitomo Mitsui Trust Group first reported a position in NIO in Q2 2019 and held it in 22 quarters. The position peaked at $172M in Q2 2021. 431 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

  • Sumitomo Mitsui Trust Group reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 424,322 NIO shares in Q4 2024, an estimated $2.83M.
  • Sumitomo Mitsui Trust Group first reported a position in NIO in Q2 2019 and held it in 22 quarters.
  • Sumitomo Mitsui Trust Group's NIO position peaked at $172M in Q2 2021.
  • 431 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2024, filed 28 Jan 2025.