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 $509M AUM 25.62% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Neumann Advisory (HK)'s XPEV Position: Q3 2024 in Review

Neumann Advisory (HK) sold out of XPeng (XPEV) in Q3 2024, closing a stake of 188,288 shares — an estimated $1.38M sold.

Neumann Advisory (HK) first reported a position in XPEV in Q3 2020 and held it in 16 quarters. The position peaked at $54M in Q4 2021. 185 funds tracked by Wall St. Rank hold XPEV as of Q3 2024.

Neumann Advisory (HK) reported no remaining XPeng position as of Q3 2024 after selling out during the quarter.
Neumann Advisory (HK) sold 188,288 XPeng shares in Q3 2024, an estimated $1.38M.
Neumann Advisory (HK) first reported a position in XPeng in Q3 2020 and held it in 16 quarters.
Neumann Advisory (HK)'s XPeng position peaked at $54M in Q4 2021.
185 funds tracked by Wall St. Rank held XPeng as of Q3 2024.

Based on Neumann Advisory (HK)'s 13F filing for Q3 2024, filed 8 Oct 2024.