U.S. Global Investors (USGI)’s NIO NIO Stock Holding History

U.S. Global Investors (USGI)’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	-26,000	Closed	-$235K	–	160
2023 Q3	$235K	Hold	26,000	–	–	0.02%	88
2023 Q2	$252K	Hold	26,000	–	–	0.01%	92
2023 Q1	$273K	Hold	26,000	–	–	0.02%	90
2022 Q4	$254K	Hold	26,000	–	–	0.02%	97
2022 Q3	$410K	Hold	26,000	–	–	0.03%	83
2022 Q2	$565K	Hold	26,000	–	–	0.03%	73
2022 Q1	$547K	Sell	26,000 -18,000	-41%	-$424K	0.02%	92
2021 Q4	$1.39M	Buy	44,000 +30,000	+214%	+$1.1M	0.05%	57
2021 Q3	$499K	Buy	+14,000	New	+$575K	0.02%	106

Other funds holding NIO

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Legal & General Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return