AFM
NKE icon

Andesa Financial Management’s Nike NKE Stock Holding History

Andesa Financial 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
2023
Q1 		$2.46M Buy
40,652
+20,019
+97% +$2.46M 1.26% 32
2022
Q4 		$2.41M Sell
20,633
-19,758
-49% -$1.99M 1.32% 25
2022
Q3 		$3.36M Buy
40,391
+20,293
+101% +$2.18M 1.17% 33
2022
Q2 		$2.05M Sell
20,098
-246
-1% -$29.1K 1.3% 26
2022
Q1 		$2.74M Sell
20,344
-441
-2% -$62K 1.48% 21
2021
Q4 		$3.46M Buy
20,785
+442
+2% +$72.9K 1.7% 14
2021
Q3 		$2.96M Buy
+20,343
New +$3.32M 1.61% 16

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Andesa Financial Management's NKE Position: Q1 2023 in Review

Andesa Financial Management increased its Nike (NKE) stake by 97% in Q1 2023, buying an estimated $2.46M and bringing the position to 40,652 shares worth $2.46M. The position accounts for 1.26% of the portfolio, ranked #32.

Andesa Financial Management first reported a position in NKE in Q3 2021 and has held it in 7 quarters since. The position peaked at $3.46M in Q4 2021. 2,400 funds tracked by Wall St. Rank hold NKE as of Q1 2023.

  • Andesa Financial Management held 40,652 shares of Nike worth $2.46M as of Q1 2023.
  • Andesa Financial Management bought 20,019 Nike shares in Q1 2023, an estimated $2.46M.
  • Nike made up 1.26% of Andesa Financial Management's portfolio in Q1 2023, its #32 holding.
  • Andesa Financial Management first reported a position in Nike in Q3 2021 and has held it in 7 quarters since.
  • Andesa Financial Management's Nike position peaked at $3.46M in Q4 2021.
  • 2,400 funds tracked by Wall St. Rank held Nike as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.