Envestnet Asset Management
NIU

Envestnet Asset Management’s Niu Technologies NIU Stock Holding History

Envestnet Asset Management’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
-13,393
Closed -$53.3K – 4114
2023
Q2 		$53.3K Buy
13,393
+195
+1% +$754 ﹤0.01% 3867
2023
Q1 		$54.6K Sell
13,198
-70,584
-84% -$327K ﹤0.01% 3846
2022
Q4 		$438K Buy
83,782
+23,450
+39% +$90.2K ﹤0.01% 3171
2022
Q3 		$247K Sell
60,332
-14,136
-19% -$86.4K ﹤0.01% 3476
2022
Q2 		$640K Buy
74,468
+33,328
+81% +$282K ﹤0.01% 2919
2022
Q1 		$397K Buy
41,140
+21,122
+106% +$265K ﹤0.01% 3266
2021
Q4 		$322K Buy
20,018
+6,699
+50% +$148K ﹤0.01% 3365
2021
Q3 		$309K Buy
13,319
+498
+4% +$13.3K ﹤0.01% 3283
2021
Q2 		$419K Sell
12,821
-3,705
-22% -$123K ﹤0.01% 3090
2021
Q1 		$606K Sell
16,526
-3,232
-16% -$131K ﹤0.01% 2726
2020
Q4 		$554K Buy
19,758
+9,096
+85% +$264K ﹤0.01% 2605
2020
Q3 		$205K Buy
+10,662
New +$215K ﹤0.01% 2912

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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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

Envestnet Asset Management's NIU Position: Q3 2023 in Review

Envestnet Asset Management sold out of Niu Technologies (NIU) in Q3 2023, closing a stake of 13,393 shares — an estimated $53.3K sold.

Envestnet Asset Management first reported a position in NIU in Q3 2020 and held it in 12 quarters. The position peaked at $640K in Q2 2022. 64 funds tracked by Wall St. Rank hold NIU as of Q3 2023.

  • Envestnet Asset Management reported no remaining Niu Technologies position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 13,393 Niu Technologies shares in Q3 2023, an estimated $53.3K.
  • Envestnet Asset Management first reported a position in Niu Technologies in Q3 2020 and held it in 12 quarters.
  • Envestnet Asset Management's Niu Technologies position peaked at $640K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held Niu Technologies as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.