Creative Planning
NIU

Creative Planning’s Niu Technologies NIU Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-37,607
Closed -$1.38M – 2412
2021
Q1 		$1.38M Sell
37,607
-490
-1% -$19.8K ﹤0.01% 880
2020
Q4 		$1.07M Sell
38,097
-12
-0% -$348 ﹤0.01% 915
2020
Q3 		$732K Buy
+38,109
New +$768K ﹤0.01% 945

Other funds holding NIU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's NIU Position: Q2 2021 in Review

Creative Planning sold out of Niu Technologies (NIU) in Q2 2021, closing a stake of 37,607 shares — an estimated $1.38M sold.

Creative Planning first reported a position in NIU in Q3 2020 and held it in 3 quarters. The position peaked at $1.38M in Q1 2021. 108 funds tracked by Wall St. Rank hold NIU as of Q2 2021.

  • Creative Planning reported no remaining Niu Technologies position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 37,607 Niu Technologies shares in Q2 2021, an estimated $1.38M.
  • Creative Planning first reported a position in Niu Technologies in Q3 2020 and held it in 3 quarters.
  • Creative Planning's Niu Technologies position peaked at $1.38M in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Niu Technologies as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.