Beverly Hills Private Wealth’s Nike NKE Stock Holding History

Beverly Hills Private Wealth’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 Q4	–	Sell	-2,304	Closed	-$204K	–	350
2024 Q3	$204K	Buy	+2,304	New	+$181K	0.04%	319
2024 Q2	–	Sell	-2,621	Closed	-$246K	–	361
2024 Q1	$246K	Sell	2,621 -1,824	-41%	-$186K	0.06%	306
2023 Q4	$483K	Sell	4,445 -2	-0%	-$215	0.13%	173
2023 Q3	$425K	Sell	4,447 -1,407	-24%	-$145K	0.13%	174
2023 Q2	$637K	Buy	5,854 +1,344	+30%	+$157K	0.1%	204
2023 Q1	$553K	Buy	+4,510	New	+$554K	0.17%	136

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beverly Hills Private Wealth's NKE Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of Nike (NKE) in Q4 2024, closing a stake of 2,304 shares — an estimated $204K sold.

Beverly Hills Private Wealth first reported a position in NKE in Q1 2023 and held it in 6 quarters. The position peaked at $637K in Q2 2023. 2,196 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

Beverly Hills Private Wealth reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
Beverly Hills Private Wealth sold 2,304 Nike shares in Q4 2024, an estimated $204K.
Beverly Hills Private Wealth first reported a position in Nike in Q1 2023 and held it in 6 quarters.
Beverly Hills Private Wealth's Nike position peaked at $637K in Q2 2023.
2,196 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.