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Fernwood Investment Management’s Nike NKE Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-985
Closed -$92.6K – 524
2024
Q1 		$92.6K Buy
+985
New +$100K 0.03% 273
2022
Q1 		– Sell
-1,281
Closed -$214K – 212
2021
Q4 		$214K Buy
+1,281
New +$211K 0.07% 197

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

Fernwood Investment Management's NKE Position: Q2 2024 in Review

Fernwood Investment Management sold out of Nike (NKE) in Q2 2024, closing a stake of 985 shares — an estimated $92.6K sold.

Fernwood Investment Management first reported a position in NKE in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 2,206 funds tracked by Wall St. Rank hold NKE as of Q2 2024.

  • Fernwood Investment Management reported no remaining Nike position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 985 Nike shares in Q2 2024, an estimated $92.6K.
  • Fernwood Investment Management first reported a position in Nike in Q4 2021 and held it in 2 quarters.
  • Fernwood Investment Management's Nike position peaked at $214K in Q4 2021.
  • 2,206 funds tracked by Wall St. Rank held Nike as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.