Capital Impact Advisors’s Niu Technologies NIU Stock Holding History

Capital Impact Advisors’s Portfolio NIU Stock Details NIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-27,756	Closed	-$110K	–	149
2023 Q2	$110K	Buy	27,756 +13,285	+92%	+$51.4K	0.12%	169
2023 Q1	$59.9K	Sell	14,471 -3,095	-18%	-$14.4K	0.07%	174
2022 Q4	$91.9K	Hold	17,566	–	–	0.09%	223
2022 Q3	$65K	Buy	17,566 +6,358	+57%	+$38.9K	0.06%	228
2022 Q2	$96K	Buy	+11,208	New	+$94.7K	0.09%	220
2021 Q3	–	Sell	-47,302	Closed	-$1.54M	–	129
2021 Q2	$1.54M	Sell	47,302 -29,746	-39%	-$992K	0.5%	81
2021 Q1	$2.82M	Sell	77,048 -71,752	-48%	-$2.9M	0.99%	44
2020 Q4	$4.17M	Hold	148,800	–	–	1.02%	37
2020 Q3	$2.86M	Buy	+148,800	New	+$3M	0.85%	49

Other funds holding NIU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Capital Impact Advisors's NIU Position: Q3 2023 in Review

Capital Impact Advisors sold out of Niu Technologies (NIU) in Q3 2023, closing a stake of 27,756 shares — an estimated $110K sold.

Capital Impact Advisors first reported a position in NIU in Q3 2020 and held it in 9 quarters. The position peaked at $4.17M in Q4 2020. 64 funds tracked by Wall St. Rank hold NIU as of Q3 2023.

Capital Impact Advisors reported no remaining Niu Technologies position as of Q3 2023 after selling out during the quarter.
Capital Impact Advisors sold 27,756 Niu Technologies shares in Q3 2023, an estimated $110K.
Capital Impact Advisors first reported a position in Niu Technologies in Q3 2020 and held it in 9 quarters.
Capital Impact Advisors's Niu Technologies position peaked at $4.17M in Q4 2020.
64 funds tracked by Wall St. Rank held Niu Technologies as of Q3 2023.

Based on Capital Impact Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.