BerganKDV Wealth Management’s Nike NKE Stock Holding History

BerganKDV 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
2023 Q2	$62.9K	Sell	570 -318	-36%	-$37.2K	0.01%	357
2023 Q1	$109K	Buy	888 +234	+36%	+$28.8K	0.01%	308
2022 Q4	$76.5K	Buy	654 +125	+24%	+$12.6K	0.01%	341
2022 Q3	$44K	Sell	529 -2	-0.4%	-$215	0.01%	383
2022 Q2	$54K	Buy	531 +3	+0.6%	+$355	0.01%	373
2022 Q1	$71K	Sell	528 -4,739	-90%	-$666K	0.01%	354
2021 Q4	$878K	Buy	5,267 +721	+16%	+$119K	0.09%	143
2021 Q3	$660K	Buy	4,546 +55	+1%	+$8.97K	0.07%	159
2021 Q2	$694K	Buy	4,491 +56	+1%	+$7.54K	0.08%	153
2021 Q1	$589K	Sell	4,435 -243	-5%	-$33.8K	0.08%	160
2020 Q4	$662K	Sell	4,678 -96	-2%	-$12.7K	0.09%	134
2020 Q3	$599K	Sell	4,774 -403	-8%	-$43.3K	0.09%	139
2020 Q2	$508K	Sell	5,177 -5	-0.1%	-$461	0.09%	143
2020 Q1	$429K	Sell	5,182 -305	-6%	-$28.4K	0.09%	143
2019 Q4	$556K	Buy	5,487 +56	+1%	+$5.28K	0.1%	138
2019 Q3	$510K	Buy	5,431 +5,111	+1,597%	+$438K	0.1%	132
2019 Q2	$27K	Hold	320	–	–	0.01%	389
2019 Q1	$27K	Hold	320	–	–	0.01%	402
2018 Q4	$24K	Hold	320	–	–	0.01%	376
2018 Q3	$27K	Hold	320	–	–	0.01%	387
2018 Q2	$25K	Buy	+320	New	+$22.5K	0.01%	407

Other funds holding NKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BerganKDV Wealth Management's NKE Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Nike (NKE) stake by 36% in Q2 2023, selling an estimated $37.2K and leaving 570 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #357.

BerganKDV Wealth Management first reported a position in NKE in Q2 2018 and has held it in 21 quarters since. The position peaked at $878K in Q4 2021. 2,341 funds tracked by Wall St. Rank hold NKE as of Q2 2023.

BerganKDV Wealth Management held 570 shares of Nike worth $62.9K as of Q2 2023.
BerganKDV Wealth Management sold 318 Nike shares in Q2 2023, an estimated $37.2K.
Nike made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #357 holding.
BerganKDV Wealth Management first reported a position in Nike in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Nike position peaked at $878K in Q4 2021.
2,341 funds tracked by Wall St. Rank held Nike as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.