Telos Capital Management’s NIO NIO Stock Holding History

Telos Capital 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
2025 Q1	–	Sell	-13,548	Closed	-$59.1K	–	198
2024 Q4	$59.1K	Buy	+13,548	New	+$68.9K	0.01%	196
2024 Q3	–	Sell	-13,548	Closed	-$56.4K	–	201
2024 Q2	$56.4K	Sell	13,548 -100	-0.7%	-$473	0.01%	192
2024 Q1	$61.4K	Buy	13,648 +100	+0.7%	+$603	0.01%	194
2023 Q4	$123K	Hold	13,548	–	–	0.02%	195
2023 Q3	$122K	Hold	13,548	–	–	0.02%	186
2023 Q2	$131K	Hold	13,548	–	–	0.02%	192
2023 Q1	$142K	Buy	+13,548	New	+$139K	0.02%	191

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Telos Capital Management's NIO Position: Q1 2025 in Review

Telos Capital Management sold out of NIO (NIO) in Q1 2025, closing a stake of 13,548 shares — an estimated $59.1K sold.

Telos Capital Management first reported a position in NIO in Q1 2023 and held it in 7 quarters. The position peaked at $142K in Q1 2023. 415 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

Telos Capital Management reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
Telos Capital Management sold 13,548 NIO shares in Q1 2025, an estimated $59.1K.
Telos Capital Management first reported a position in NIO in Q1 2023 and held it in 7 quarters.
Telos Capital Management's NIO position peaked at $142K in Q1 2023.
415 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Telos Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.