Capital Wealth Planning’s Nike NKE Stock Holding History

Capital Wealth Planning’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
2021 Q3	–	Sell	-1,600	Closed	-$99K	–	135
2021 Q2	$99K	Buy	+1,600	New	+$215K	﹤0.01%	124

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Wealth Planning's NKE Position: Q4 2023 in Review

Capital Wealth Planning sold out of Nike (NKE) in Q4 2023, closing a stake of 3,043 shares — an estimated $291K sold.

Capital Wealth Planning first reported a position in NKE in Q3 2013 and held it in 29 quarters. The position peaked at $229M in Q4 2021. 2,436 funds tracked by Wall St. Rank hold NKE as of Q4 2023.

Capital Wealth Planning reported no remaining Nike position as of Q4 2023 after selling out during the quarter.
Capital Wealth Planning sold 3,043 Nike shares in Q4 2023, an estimated $291K.
Capital Wealth Planning first reported a position in Nike in Q3 2013 and held it in 29 quarters.
Capital Wealth Planning's Nike position peaked at $229M in Q4 2021.
2,436 funds tracked by Wall St. Rank held Nike as of Q4 2023.

Based on Capital Wealth Planning's 13F filing for Q4 2023, filed 8 Feb 2024.