Whittier Trust’s NIO NIO Stock Holding History

Whittier Trust’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
2022 Q1	–	Sell	-4,257	Closed	-$135K	–	1736
2021 Q4	$135K	Hold	4,257	–	–	﹤0.01%	763
2021 Q3	$152K	Hold	4,257	–	–	﹤0.01%	693
2021 Q2	$226K	Hold	4,257	–	–	﹤0.01%	627
2021 Q1	$166K	Hold	4,257	–	–	﹤0.01%	671
2020 Q4	$207K	Buy	4,257 +137	+3%	+$5.3K	﹤0.01%	590
2020 Q3	$87K	Buy	+4,120	New	+$63.4K	﹤0.01%	728

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Whittier Trust's NIO Position: Q1 2022 in Review

Whittier Trust sold out of NIO (NIO) in Q1 2022, closing a stake of 4,257 shares — an estimated $135K sold.

Whittier Trust first reported a position in NIO in Q3 2020 and held it in 6 quarters. The position peaked at $226K in Q2 2021. 529 funds tracked by Wall St. Rank hold NIO as of Q1 2022.

Whittier Trust reported no remaining NIO position as of Q1 2022 after selling out during the quarter.
Whittier Trust sold 4,257 NIO shares in Q1 2022, an estimated $135K.
Whittier Trust first reported a position in NIO in Q3 2020 and held it in 6 quarters.
Whittier Trust's NIO position peaked at $226K in Q2 2021.
529 funds tracked by Wall St. Rank held NIO as of Q1 2022.

Based on Whittier Trust's 13F filing for Q1 2022, filed 29 Apr 2022.