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Catamount Wealth Management’s Nike NKE Stock Holding History

Catamount 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
2019
Q1 		$2.02M Buy
+23,954
New +$1.98M 1.15% 21
2016
Q3 		– Sell
-215
Closed -$12K – 167
2016
Q2 		$12K Sell
215
-85
-28% -$4.84K 0.01% 90
2016
Q1 		$18K Sell
300
-820
-73% -$49.5K 0.02% 83
2015
Q4 		$70K Sell
1,120
-80
-7% -$5.16K 0.06% 43
2015
Q3 		$74K Sell
1,200
-400
-25% -$22.6K 0.07% 38
2015
Q2 		$86K Hold
1,600
– – 0.07% 49
2015
Q1 		$80K Buy
+1,600
New +$76.5K 0.07% 43

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Catamount Wealth Management's NKE Position: Q1 2019 in Review

Catamount Wealth Management opened a new position in Nike (NKE) in Q1 2019: 23,954 shares worth $2.02M. The stake represents 1.15% of the portfolio and ranks #21 among its holdings. This is a return to the name: Catamount Wealth Management previously reported a position in NKE as recently as Q2 2016.

Catamount Wealth Management first reported a position in NKE in Q1 2015 and has held it in 7 quarters since. 1,640 funds tracked by Wall St. Rank hold NKE as of Q1 2019.

  • Catamount Wealth Management held 23,954 shares of Nike worth $2.02M as of Q1 2019.
  • Nike was a new Catamount Wealth Management position in Q1 2019.
  • Nike made up 1.15% of Catamount Wealth Management's portfolio in Q1 2019, its #21 holding.
  • Catamount Wealth Management first reported a position in Nike in Q1 2015 and has held it in 7 quarters since.
  • 1,640 funds tracked by Wall St. Rank held Nike as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.