WIM
NIU

Westside Investment Management’s Niu Technologies NIU Stock Holding History

Westside 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
2024
Q4 		– Sell
-1,000
Closed -$2.3K – 1007
2024
Q3 		$2.3K Hold
1,000
– – ﹤0.01% 887
2024
Q2 		$1.74K Hold
1,000
– – ﹤0.01% 902
2024
Q1 		$1.68K Hold
1,000
– – ﹤0.01% 832
2023
Q4 		$2.19K Buy
+1,000
New +$2.29K ﹤0.01% 789
2021
Q1 		– Sell
-100
Closed -$2.81K – 735
2020
Q4 		$2.81K Hold
100
– – 0.01% 161
2020
Q3 		$1.92K Buy
+100
New +$2.02K ﹤0.01% 179

Other funds holding NIU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Westside Investment Management's NIU Position: Q4 2024 in Review

Westside Investment Management sold out of Niu Technologies (NIU) in Q4 2024, closing a stake of 1,000 shares — an estimated $2.3K sold.

Westside Investment Management first reported a position in NIU in Q3 2020 and held it in 6 quarters. The position peaked at $2.81K in Q4 2020. 46 funds tracked by Wall St. Rank hold NIU as of Q4 2024.

  • Westside Investment Management reported no remaining Niu Technologies position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 1,000 Niu Technologies shares in Q4 2024, an estimated $2.3K.
  • Westside Investment Management first reported a position in Niu Technologies in Q3 2020 and held it in 6 quarters.
  • Westside Investment Management's Niu Technologies position peaked at $2.81K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Niu Technologies as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.