NIM
NIU

NXG Investment Management’s Niu Technologies NIU Stock Holding History

NXG Investment 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
Q4 		– Sell
-243,672
Closed -$690K – 66
2023
Q3 		$690K Sell
243,672
-139,647
-36% -$487K 0.07% 54
2023
Q2 		$1.53M Buy
383,319
+8,683
+2% +$33.6K 0.15% 57
2023
Q1 		$1.55M Buy
374,636
+121,095
+48% +$562K 0.16% 50
2022
Q4 		$1.33M Buy
253,541
+84,822
+50% +$326K 0.12% 56
2022
Q3 		$692K Sell
168,719
-134,002
-44% -$819K 0.07% 61
2022
Q2 		$2.6M Buy
302,721
+115,269
+61% +$974K 0.27% 43
2022
Q1 		$1.81M Buy
187,452
+144,594
+337% +$1.82M 0.16% 53
2021
Q4 		$690K Buy
42,858
+23,859
+126% +$526K 0.07% 87
2021
Q3 		$440K Buy
18,999
+4,508
+31% +$120K 0.04% 96
2021
Q2 		$473K Sell
14,491
-20,758
-59% -$692K 0.04% 98
2021
Q1 		$1.29M Sell
35,249
-5,429
-13% -$219K 0.14% 66
2020
Q4 		$1.14M Sell
40,678
-70,303
-63% -$2.04M 0.13% 83
2020
Q3 		$2.13M Buy
110,981
+100,940
+1,005% +$2.03M 0.31% 40
2020
Q2 		$161K Buy
+10,041
New +$101K 0.02% 128

Other funds holding NIU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NXG Investment Management's NIU Position: Q4 2023 in Review

NXG Investment Management sold out of Niu Technologies (NIU) in Q4 2023, closing a stake of 243,672 shares — an estimated $690K sold.

NXG Investment Management first reported a position in NIU in Q2 2020 and held it in 14 quarters. The position peaked at $2.6M in Q2 2022. 60 funds tracked by Wall St. Rank hold NIU as of Q4 2023.

  • NXG Investment Management reported no remaining Niu Technologies position as of Q4 2023 after selling out during the quarter.
  • NXG Investment Management sold 243,672 Niu Technologies shares in Q4 2023, an estimated $690K.
  • NXG Investment Management first reported a position in Niu Technologies in Q2 2020 and held it in 14 quarters.
  • NXG Investment Management's Niu Technologies position peaked at $2.6M in Q2 2022.
  • 60 funds tracked by Wall St. Rank held Niu Technologies as of Q4 2023.

Based on NXG Investment Management's 13F filing for Q4 2023, filed 18 Jan 2024.