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Cedar Brook Financial Partners’s Nike NKE Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-2,551
Closed -$240K – 274
2024
Q1 		$240K Sell
2,551
-118
-4% -$12K 0.05% 371
2023
Q4 		$283K Sell
2,669
-6
-0.2% -$645 0.06% 306
2023
Q3 		$256K Sell
2,675
-548
-17% -$56.4K 0.07% 287
2023
Q2 		$356K Sell
3,223
-305
-9% -$35.7K 0.08% 244
2023
Q1 		$433K Buy
3,528
+206
+6% +$25.3K 0.11% 201
2022
Q4 		$389K Buy
3,322
+10
+0.3% +$1.01K 0.11% 208
2022
Q3 		$275K Sell
3,312
-114
-3% -$12.3K 0.09% 255
2022
Q2 		$350K Sell
3,426
-180
-5% -$21.3K 0.11% 214
2022
Q1 		$485K Buy
3,606
+161
+5% +$22.6K 0.13% 182
2021
Q4 		$574K Buy
3,445
+283
+9% +$46.7K 0.15% 167
2021
Q3 		$459K Buy
3,162
+504
+19% +$82.2K 0.14% 176
2021
Q2 		$411K Buy
2,658
+454
+21% +$61.1K 0.12% 206
2021
Q1 		$293K Sell
2,204
-272
-11% -$37.8K 0.1% 226
2020
Q4 		$350K Sell
2,476
-9
-0.4% -$1.19K 0.12% 188
2020
Q3 		$312K Buy
2,485
+5
+0.2% +$537 0.12% 193
2020
Q2 		$243K Sell
2,480
-28
-1% -$2.58K 0.11% 226
2020
Q1 		$208K Buy
+2,508
New +$233K 0.12% 221

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cedar Brook Financial Partners's NKE Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Nike (NKE) in Q2 2024, closing a stake of 2,551 shares — an estimated $240K sold.

Cedar Brook Financial Partners first reported a position in NKE in Q1 2020 and held it in 17 quarters. The position peaked at $574K in Q4 2021. 2,205 funds tracked by Wall St. Rank hold NKE as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Nike position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,551 Nike shares in Q2 2024, an estimated $240K.
  • Cedar Brook Financial Partners first reported a position in Nike in Q1 2020 and held it in 17 quarters.
  • Cedar Brook Financial Partners's Nike position peaked at $574K in Q4 2021.
  • 2,205 funds tracked by Wall St. Rank held Nike as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.