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9258 Wealth Management’s Nike NKE Stock Holding History

9258 Wealth Management’s Portfolio NKE Stock Details NKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$341K Sell
3,859
-283
-7% -$22.2K 0.05% 256
2024
Q2 		$312K Sell
4,142
-280
-6% -$26K 0.05% 260
2024
Q1 		$416K Buy
4,422
+56
+1% +$5.7K 0.06% 223
2023
Q4 		$474K Buy
4,366
+842
+24% +$90.5K 0.08% 186
2023
Q3 		$337K Sell
3,524
-130
-4% -$13.4K 0.07% 231
2023
Q2 		$403K Sell
3,654
-750
-17% -$87.7K 0.08% 215
2023
Q1 		$540K Buy
4,404
+943
+27% +$116K 0.11% 167
2022
Q4 		$405K Sell
3,461
-503
-13% -$50.6K 0.09% 203
2022
Q3 		$330K Sell
3,964
-616
-13% -$66.3K 0.08% 222
2022
Q2 		$468K Sell
4,580
-106
-2% -$12.5K 0.12% 181
2022
Q1 		$631K Sell
4,686
-157
-3% -$22.1K 0.15% 158
2021
Q4 		$807K Buy
4,843
+622
+15% +$103K 0.19% 134
2021
Q3 		$613K Buy
4,221
+97
+2% +$15.8K 0.16% 144
2021
Q2 		$637K Buy
4,124
+656
+19% +$88.3K 0.17% 142
2021
Q1 		$461K Sell
3,468
-380
-10% -$52.8K 0.14% 164
2020
Q4 		$544K Buy
3,848
+669
+21% +$88.6K 0.18% 140
2020
Q3 		$382K Sell
3,179
-184
-5% -$19.8K 0.14% 164
2020
Q2 		$330K Buy
3,363
+17
+0.5% +$1.57K 0.13% 185
2020
Q1 		$299K Sell
3,346
-1,165
-26% -$108K 0.13% 188
2019
Q4 		$457K Sell
4,511
-156
-3% -$14.7K 0.17% 156
2019
Q3 		$438K Sell
4,667
-220
-5% -$18.9K 0.34% 102
2019
Q2 		$410K Buy
+4,887
New +$411K 0.33% 107
2019
Q1 		– Sell
-4,396
Closed -$326K – 183
2018
Q4 		$326K Buy
+4,396
New +$329K 0.31% 106

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

9258 Wealth Management's NKE Position: Q3 2024 in Review

9258 Wealth Management reduced its Nike (NKE) stake by 6.8% in Q3 2024, selling an estimated $22.2K and leaving 3,859 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #256.

9258 Wealth Management first reported a position in NKE in Q4 2018 and has held it in 23 quarters since. The position peaked at $807K in Q4 2021. 2,207 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

  • 9258 Wealth Management held 3,859 shares of Nike worth $341K as of Q3 2024.
  • 9258 Wealth Management sold 283 Nike shares in Q3 2024, an estimated $22.2K.
  • Nike made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #256 holding.
  • 9258 Wealth Management first reported a position in Nike in Q4 2018 and has held it in 23 quarters since.
  • 9258 Wealth Management's Nike position peaked at $807K in Q4 2021.
  • 2,207 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.