PFO
NIU

Pathstone Family Office’s Niu Technologies NIU Stock Holding History

Pathstone Family Office’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 		$110K Buy
39,037
+21,037
+117% +$73.3K ﹤0.01% 1578
2023
Q2 		$71.6K Hold
18,000
– – ﹤0.01% 1208
2023
Q1 		$74.5K Buy
+18,000
New +$83.5K ﹤0.01% 1150

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

Pathstone Family Office's NIU Position: Q3 2023 in Review

Pathstone Family Office increased its Niu Technologies (NIU) stake by 117% in Q3 2023, buying an estimated $73.3K and bringing the position to 39,037 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Pathstone Family Office first reported a position in NIU in Q1 2023 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold NIU as of Q3 2023.

  • Pathstone Family Office held 39,037 shares of Niu Technologies worth $110K as of Q3 2023.
  • Pathstone Family Office bought 21,037 Niu Technologies shares in Q3 2023, an estimated $73.3K.
  • Niu Technologies made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1578 holding.
  • Pathstone Family Office first reported a position in Niu Technologies in Q1 2023 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Niu Technologies as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.