Neumann Advisory (HK)’s XPeng XPEV Stock Holding History

Neumann Advisory (HK)’s Portfolio XPEV Stock Details XPEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-188,288	Closed	-$1.38M	–	14
2024 Q2	$1.38M	Sell	188,288 -22,172	-11%	-$175K	0.66%	11
2024 Q1	$1.62M	Sell	210,460 -21,175	-9%	-$205K	0.79%	10
2023 Q4	$3.38M	Hold	231,635	–	–	1.29%	7
2023 Q3	$4.25M	Hold	231,635	–	–	1.71%	7
2023 Q2	$3.11M	Sell	231,635 -300,000	-56%	-$2.95M	1.19%	7
2023 Q1	$5.91M	Sell	531,635 -510,000	-49%	-$4.93M	2.59%	7
2022 Q4	$10.4M	Hold	1,041,635	–	–	6.37%	4
2022 Q3	$12.4M	Sell	1,041,635 -132,123	-11%	-$2.84M	4.36%	4
2022 Q2	$37.3M	Buy	1,173,758 +100,000	+9%	+$2.57M	12.24%	2
2022 Q1	$29.6M	Hold	1,073,758	–	–	6.55%	4
2021 Q4	$54M	Hold	1,073,758	–	–	9.35%	4
2021 Q3	$38.2M	Hold	1,073,758	–	–	6.8%	5
2021 Q2	$47.7M	Buy	1,073,758 +80,000	+8%	+$2.73M	7.67%	5
2021 Q1	$36.3M	Buy	993,758 +788,758	+385%	+$32.8M	6.39%	5
2020 Q4	$8.78M	Hold	205,000	–	–	1.66%	8
2020 Q3	$4.11M	Buy	+205,000	New	+$4.01M	1.04%	8

Other funds holding XPEV

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

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