Cassady Schiller Wealth Management’s Nike NKE Stock Holding History

Cassady Schiller 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 Q4	$66.5K	Buy	879 +63	+8%	+$4.95K	0.02%	185
2024 Q3	$72.1K	Sell	816 -7	-0.9%	-$549	0.03%	176
2024 Q2	$62K	Hold	823	–	–	0.03%	179
2024 Q1	$77.3K	Buy	823 +91	+12%	+$9.26K	0.03%	176
2023 Q4	$35.7K	Buy	732 +443	+153%	+$47.6K	0.02%	228
2023 Q3	$27.6K	Hold	289	–	–	0.02%	249
2023 Q2	$31.9K	Hold	289	–	–	0.02%	237
2023 Q1	$35.4K	Sell	289 -13	-4%	-$1.6K	0.02%	230
2022 Q4	$35.3K	Buy	+302	New	+$30.4K	0.02%	224
2022 Q1	–	Sell	-302	Closed	-$50K	–	422
2021 Q4	$50K	Buy	+302	New	+$49.8K	0.03%	202

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

Cassady Schiller Wealth Management's NKE Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Nike (NKE) stake by 7.7% in Q4 2024, buying an estimated $4.95K and bringing the position to 879 shares worth $66.5K. The position accounts for 0.02% of the portfolio, ranked #185.

Cassady Schiller Wealth Management first reported a position in NKE in Q4 2021 and has held it in 10 quarters since. The position peaked at $77.3K in Q1 2024. 2,195 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

Cassady Schiller Wealth Management held 879 shares of Nike worth $66.5K as of Q4 2024.
Cassady Schiller Wealth Management bought 63 Nike shares in Q4 2024, an estimated $4.95K.
Nike made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #185 holding.
Cassady Schiller Wealth Management first reported a position in Nike in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Nike position peaked at $77.3K in Q1 2024.
2,195 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.