Guggenheim Capital’s Niu Technologies NIU Stock Holding History

Guggenheim Capital’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
2024 Q4	–	Sell	-20,390	Closed	-$46.9K	–	1851
2024 Q3	$46.9K	Sell	20,390 -4,161	-17%	-$8.05K	﹤0.01%	1849
2024 Q2	$42.7K	Sell	24,551 -3,329	-12%	-$6.83K	﹤0.01%	1849
2024 Q1	$46.8K	Sell	27,880 -819	-3%	-$1.5K	﹤0.01%	1861
2023 Q4	$62.9K	Sell	28,699 -30,258	-51%	-$69.2K	﹤0.01%	1864
2023 Q3	$167K	Sell	58,957 -98,836	-63%	-$344K	﹤0.01%	1766
2023 Q2	$628K	Buy	157,793 +3,040	+2%	+$11.8K	﹤0.01%	1355
2023 Q1	$641K	Buy	154,753 +11,266	+8%	+$52.3K	0.01%	1381
2022 Q4	$750K	Sell	143,487 -7,895	-5%	-$30.4K	0.01%	1305
2022 Q3	$621K	Sell	151,382 -4,152	-3%	-$25.4K	0.01%	1383
2022 Q2	$1.34M	Sell	155,534 -6,635	-4%	-$56.1K	0.01%	1090
2022 Q1	$1.57M	Sell	162,169 -4,025	-2%	-$50.5K	0.01%	1144
2021 Q4	$2.68M	Buy	166,194 +35,020	+27%	+$772K	0.01%	925
2021 Q3	$3.04M	Buy	+131,174	New	+$3.5M	0.02%	855

Other funds holding NIU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Guggenheim Capital's NIU Position: Q4 2024 in Review

Guggenheim Capital sold out of Niu Technologies (NIU) in Q4 2024, closing a stake of 20,390 shares — an estimated $46.9K sold.

Guggenheim Capital first reported a position in NIU in Q3 2021 and held it in 13 quarters. The position peaked at $3.04M in Q3 2021. 46 funds tracked by Wall St. Rank hold NIU as of Q4 2024.

Guggenheim Capital reported no remaining Niu Technologies position as of Q4 2024 after selling out during the quarter.
Guggenheim Capital sold 20,390 Niu Technologies shares in Q4 2024, an estimated $46.9K.
Guggenheim Capital first reported a position in Niu Technologies in Q3 2021 and held it in 13 quarters.
Guggenheim Capital's Niu Technologies position peaked at $3.04M in Q3 2021.
46 funds tracked by Wall St. Rank held Niu Technologies as of Q4 2024.

Based on Guggenheim Capital's 13F filing for Q4 2024, filed 13 Feb 2025.