Van Hulzen Asset Management’s NIO NIO Stock Holding History

Van Hulzen 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
2021 Q4	–	Sell	-15,200	Closed	-$542K	–	312
2021 Q3	$542K	Buy	15,200 +100	+0.7%	+$4.11K	0.08%	143
2021 Q2	$803K	Sell	15,100 -140	-0.9%	-$5.61K	0.12%	104
2021 Q1	$594K	Buy	15,240 +90	+0.6%	+$4.59K	0.09%	122
2020 Q4	$738K	Buy	15,150 +5,150	+52%	+$199K	0.11%	105
2020 Q3	$212K	Buy	+10,000	New	+$154K	0.03%	238

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 $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Van Hulzen Asset Management's NIO Position: Q4 2021 in Review

Van Hulzen Asset Management sold out of NIO (NIO) in Q4 2021, closing a stake of 15,200 shares — an estimated $542K sold.

Van Hulzen Asset Management first reported a position in NIO in Q3 2020 and held it in 5 quarters. The position peaked at $803K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Van Hulzen Asset Management reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Van Hulzen Asset Management sold 15,200 NIO shares in Q4 2021, an estimated $542K.
Van Hulzen Asset Management first reported a position in NIO in Q3 2020 and held it in 5 quarters.
Van Hulzen Asset Management's NIO position peaked at $803K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Van Hulzen Asset Management's 13F filing for Q4 2021, filed 4 Feb 2022.