Westchester Capital Management (New York)’s Nikola Corporation Common Stock NKLA Stock Holding History

Westchester Capital Management (New York)’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-23,216	Closed	-$7.41M	–	182
2020 Q1	$7.41M	Sell	23,216 -7,397	-24%	-$2.39M	0.28%	63
2019 Q4	$9.48M	Hold	30,613	–	–	0.33%	52
2019 Q3	$9.39M	Hold	30,613	–	–	0.37%	49
2019 Q2	$9.3M	Hold	30,613	–	–	0.3%	47
2019 Q1	$9.2M	Hold	30,613	–	–	0.34%	46
2018 Q4	$8.91M	Buy	+30,613	New	+$8.84M	0.39%	41

Other funds holding NKLA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

KSCM

Key Square Capital Management Stamford, Connecticut $14.2M AUM 21.27% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

MIM

Monashee Investment Management Boston, Massachusetts $184M AUM 197.43% 1-Year Est. Return

Westchester Capital Management (New York)'s NKLA Position: Q2 2020 in Review

Westchester Capital Management (New York) sold out of Nikola Corporation Common Stock (NKLA) in Q2 2020, closing a stake of 23,216 shares — an estimated $7.41M sold.

Westchester Capital Management (New York) first reported a position in NKLA in Q4 2018 and held it in 6 quarters. The position peaked at $9.48M in Q4 2019. 150 funds tracked by Wall St. Rank hold NKLA as of Q2 2020.

Westchester Capital Management (New York) reported no remaining Nikola Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
Westchester Capital Management (New York) sold 23,216 Nikola Corporation Common Stock shares in Q2 2020, an estimated $7.41M.
Westchester Capital Management (New York) first reported a position in Nikola Corporation Common Stock in Q4 2018 and held it in 6 quarters.
Westchester Capital Management (New York)'s Nikola Corporation Common Stock position peaked at $9.48M in Q4 2019.
150 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2020.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2020, filed 14 Aug 2020.