Wellington Management Group
NIU

Wellington Management Group’s Niu Technologies NIU Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-588,792
Closed -$2.44M – 1940
2023
Q1 		$2.44M Sell
588,792
-154,197
-21% -$715K ﹤0.01% 1464
2022
Q4 		$3.89M Sell
742,989
-1,544,817
-68% -$5.94M ﹤0.01% 1337
2022
Q3 		$9.38M Sell
2,287,806
-361,093
-14% -$2.21M ﹤0.01% 1118
2022
Q2 		$22.8M Sell
2,648,899
-47,209
-2% -$399K ﹤0.01% 913
2022
Q1 		$26M Sell
2,696,108
-1,793,471
-40% -$22.5M ﹤0.01% 960
2021
Q4 		$72.3M Buy
4,489,579
+635,525
+16% +$14M 0.01% 719
2021
Q3 		$89.3M Buy
3,854,054
+1,258,528
+48% +$33.5M 0.02% 653
2021
Q2 		$84.7M Buy
2,595,526
+843,289
+48% +$28.1M 0.01% 676
2021
Q1 		$64.2M Sell
1,752,237
-750,832
-30% -$30.3M 0.01% 737
2020
Q4 		$70.2M Sell
2,503,069
-56,217
-2% -$1.63M 0.01% 680
2020
Q3 		$49.1M Buy
2,559,286
+1,056,861
+70% +$21.3M 0.01% 705
2020
Q2 		$24M Buy
1,502,425
+460,082
+44% +$4.63M 0.01% 887
2020
Q1 		$7.27M Buy
+1,042,343
New +$8.79M ﹤0.01% 1116

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group's NIU Position: Q2 2023 in Review

Wellington Management Group sold out of Niu Technologies (NIU) in Q2 2023, closing a stake of 588,792 shares — an estimated $2.44M sold.

Wellington Management Group first reported a position in NIU in Q1 2020 and held it in 13 quarters. The position peaked at $89.3M in Q3 2021. 69 funds tracked by Wall St. Rank hold NIU as of Q2 2023.

  • Wellington Management Group reported no remaining Niu Technologies position as of Q2 2023 after selling out during the quarter.
  • Wellington Management Group sold 588,792 Niu Technologies shares in Q2 2023, an estimated $2.44M.
  • Wellington Management Group first reported a position in Niu Technologies in Q1 2020 and held it in 13 quarters.
  • Wellington Management Group's Niu Technologies position peaked at $89.3M in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Niu Technologies as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.