Cathie Wood
NIU

Cathie Wood’s Niu Technologies NIU Stock Holding History

Cathie Wood’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
Q2 		– Sell
-6,138
Closed -$25.4K – 223
2023
Q1 		$25.4K Sell
6,138
-2,129,298
-100% -$9.88M ﹤0.01% 215
2022
Q4 		$11.2M Sell
2,135,436
-166,002
-7% -$638K 0.1% 102
2022
Q3 		$9.44M Sell
2,301,438
-165,990
-7% -$1.01M 0.07% 112
2022
Q2 		$19.3M Buy
2,467,428
+4,048
+0.2% +$34.2K 0.11% 96
2022
Q1 		$23.8M Sell
2,463,380
-734,869
-23% -$9.23M 0.1% 100
2021
Q4 		$51.5M Buy
3,198,249
+763,329
+31% +$16.8M 0.16% 86
2021
Q3 		$56.4M Buy
2,434,920
+141,986
+6% +$3.78M 0.14% 108
2021
Q2 		$74.9M Buy
2,292,934
+430,342
+23% +$14.3M 0.14% 100
2021
Q1 		$68.3M Buy
1,862,592
+974,939
+110% +$39.4M 0.14% 113
2020
Q4 		$24.9M Buy
887,653
+520,246
+142% +$15.1M 0.07% 129
2020
Q3 		$7.05M Buy
+367,407
New +$7.4M 0.04% 120

Other funds holding NIU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cathie Wood's NIU Position: Q2 2023 in Review

Cathie Wood sold out of Niu Technologies (NIU) in Q2 2023, closing a stake of 6,138 shares — an estimated $25.4K sold.

Cathie Wood first reported a position in NIU in Q3 2020 and held it in 11 quarters. The position peaked at $74.9M in Q2 2021. 69 funds tracked by Wall St. Rank hold NIU as of Q2 2023.

  • Cathie Wood reported no remaining Niu Technologies position as of Q2 2023 after selling out during the quarter.
  • Cathie Wood sold 6,138 Niu Technologies shares in Q2 2023, an estimated $25.4K.
  • Cathie Wood first reported a position in Niu Technologies in Q3 2020 and held it in 11 quarters.
  • Cathie Wood's Niu Technologies position peaked at $74.9M in Q2 2021.
  • 69 funds tracked by Wall St. Rank held Niu Technologies as of Q2 2023.

Based on ARK Investment Management's 13F filing for Q2 2023, filed 10 Jul 2023.