Essex Investment Management’s Nike NKE Stock Holding History

Essex Investment 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
2023 Q2	–	Sell	-1,180	Closed	-$145K	–	397
2023 Q1	$145K	Hold	1,180	–	–	0.02%	289
2022 Q4	$138K	Hold	1,180	–	–	0.02%	285
2022 Q3	$98K	Hold	1,180	–	–	0.02%	298
2022 Q2	$121K	Hold	1,180	–	–	0.02%	304
2022 Q1	$159K	Hold	1,180	–	–	0.02%	306
2021 Q4	$197K	Hold	1,180	–	–	0.02%	309
2021 Q3	$171K	Sell	1,180 -265	-18%	-$43.2K	0.02%	325
2021 Q2	$223K	Sell	1,445 -7,095	-83%	-$955K	0.03%	325
2021 Q1	$1.14M	Sell	8,540 -641	-7%	-$89.1K	0.14%	221
2020 Q4	$1.3M	Sell	9,181 -447	-5%	-$59.2K	0.16%	199
2020 Q3	$1.21M	Sell	9,628 -1,491	-13%	-$160K	0.17%	186
2020 Q2	$1.09M	Sell	11,119 -402	-3%	-$37.1K	0.18%	181
2020 Q1	$953K	Buy	+11,521	New	+$1.07M	0.19%	165

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Investment Management's NKE Position: Q2 2023 in Review

Essex Investment Management sold out of Nike (NKE) in Q2 2023, closing a stake of 1,180 shares — an estimated $145K sold.

Essex Investment Management first reported a position in NKE in Q1 2020 and held it in 13 quarters. The position peaked at $1.3M in Q4 2020. 2,343 funds tracked by Wall St. Rank hold NKE as of Q2 2023.

Essex Investment Management reported no remaining Nike position as of Q2 2023 after selling out during the quarter.
Essex Investment Management sold 1,180 Nike shares in Q2 2023, an estimated $145K.
Essex Investment Management first reported a position in Nike in Q1 2020 and held it in 13 quarters.
Essex Investment Management's Nike position peaked at $1.3M in Q4 2020.
2,343 funds tracked by Wall St. Rank held Nike as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.