Systematic Alpha Investments’s NIO NIO Stock Holding History

Systematic Alpha Investments’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 Q2	–	Sell	-1,900	Closed	-$20K	–	283
2023 Q1	$20K	Buy	+1,900	New	+$19.4K	﹤0.01%	293
2021 Q4	–	Sell	-2,500	Closed	-$99K	–	395
2021 Q3	$99K	Hold	2,500	–	–	﹤0.01%	278
2021 Q2	$111K	Buy	+2,500	New	+$100K	0.01%	203

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Systematic Alpha Investments's NIO Position: Q2 2023 in Review

Systematic Alpha Investments sold out of NIO (NIO) in Q2 2023, closing a stake of 1,900 shares — an estimated $20K sold.

Systematic Alpha Investments first reported a position in NIO in Q2 2021 and held it in 3 quarters. The position peaked at $111K in Q2 2021. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Systematic Alpha Investments reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
Systematic Alpha Investments sold 1,900 NIO shares in Q2 2023, an estimated $20K.
Systematic Alpha Investments first reported a position in NIO in Q2 2021 and held it in 3 quarters.
Systematic Alpha Investments's NIO position peaked at $111K in Q2 2021.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Systematic Alpha Investments's 13F filing for Q2 2023, filed 8 Aug 2023.