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Zullo Investment Group’s NIO NIO Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-2,610
Closed -$25.4K – 501
2022
Q4 		$25.4K Sell
2,610
-1,250
-32% -$14.4K 0.02% 362
2022
Q3 		$61K Hold
3,860
– – 0.04% 249
2022
Q2 		$84K Sell
3,860
-1,000
-21% -$18.3K 0.05% 220
2022
Q1 		$102K Buy
4,860
+50
+1% +$1.18K 0.05% 220
2021
Q4 		$152K Buy
+4,810
New +$177K 0.08% 187

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Zullo Investment Group's NIO Position: Q1 2023 in Review

Zullo Investment Group sold out of NIO (NIO) in Q1 2023, closing a stake of 2,610 shares — an estimated $25.4K sold.

Zullo Investment Group first reported a position in NIO in Q4 2021 and held it in 5 quarters. The position peaked at $152K in Q4 2021. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

  • Zullo Investment Group reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,610 NIO shares in Q1 2023, an estimated $25.4K.
  • Zullo Investment Group first reported a position in NIO in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's NIO position peaked at $152K in Q4 2021.
  • 493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.