U.S. Global Investors (USGI)’s Niu Technologies NIU Stock Holding History

U.S. Global Investors (USGI)’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 Q1	–	Sell	-3,200	Closed	-$16.7K	–	149
2022 Q4	$16.7K	Hold	3,200	–	–	﹤0.01%	122
2022 Q3	$13K	Hold	3,200	–	–	﹤0.01%	119
2022 Q2	$28K	Buy	+3,200	New	+$27K	﹤0.01%	125
2021 Q4	–	Sell	-7,500	Closed	-$174K	–	158
2021 Q3	$174K	Hold	7,500	–	–	0.01%	123
2021 Q2	$245K	Buy	+7,500	New	+$250K	0.01%	117

Other funds holding NIU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

U.S. Global Investors (USGI)'s NIU Position: Q1 2023 in Review

U.S. Global Investors (USGI) sold out of Niu Technologies (NIU) in Q1 2023, closing a stake of 3,200 shares — an estimated $16.7K sold.

U.S. Global Investors (USGI) first reported a position in NIU in Q2 2021 and held it in 5 quarters. The position peaked at $245K in Q2 2021. 77 funds tracked by Wall St. Rank hold NIU as of Q1 2023.

U.S. Global Investors (USGI) reported no remaining Niu Technologies position as of Q1 2023 after selling out during the quarter.
U.S. Global Investors (USGI) sold 3,200 Niu Technologies shares in Q1 2023, an estimated $16.7K.
U.S. Global Investors (USGI) first reported a position in Niu Technologies in Q2 2021 and held it in 5 quarters.
U.S. Global Investors (USGI)'s Niu Technologies position peaked at $245K in Q2 2021.
77 funds tracked by Wall St. Rank held Niu Technologies as of Q1 2023.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2023, filed 28 Apr 2023.