GYL Financial Synergies’s Nike NKE Stock Holding History

GYL Financial Synergies’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 Q3	$329K	Sell	3,726 -20,361	-85%	-$1.6M	0.02%	287
2024 Q2	$1.82M	Sell	24,087 -1,969	-8%	-$183K	0.14%	134
2024 Q1	$2.45M	Sell	26,056 -1,101	-4%	-$112K	0.19%	108
2023 Q4	$2.95M	Sell	27,157 -135	-0.5%	-$14.5K	0.24%	96
2023 Q3	$2.61M	Buy	27,292 +165	+0.6%	+$17K	0.25%	93
2023 Q2	$2.99M	Buy	27,127 +25,470	+1,537%	+$2.98M	0.27%	87
2023 Q1	$203K	Buy	+1,657	New	+$204K	0.02%	275
2022 Q2	–	Sell	-1,521	Closed	-$205K	–	203
2022 Q1	$205K	Hold	1,521	–	–	0.05%	196
2021 Q4	$254K	Hold	1,521	–	–	0.07%	179
2021 Q3	$221K	Buy	1,521 +41	+3%	+$6.68K	0.11%	173
2021 Q2	$229K	Buy	+1,480	New	+$199K	0.12%	162
2021 Q1	–	Sell	-1,423	Closed	-$201K	–	183
2020 Q4	$201K	Sell	1,423 -175	-11%	-$23.2K	0.12%	168
2020 Q3	$201K	Buy	+1,598	New	+$172K	0.13%	152
2020 Q1	–	Sell	-2,546	Closed	-$258K	–	170
2019 Q4	$258K	Buy	2,546 +29	+1%	+$2.73K	0.11%	151
2019 Q3	$236K	Buy	+2,517	New	+$216K	0.12%	153
2019 Q2	–	Sell	-2,447	Closed	-$206K	–	164
2019 Q1	$206K	Buy	+2,447	New	+$202K	0.12%	155

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $484B AUM 34.9% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

GYL Financial Synergies's NKE Position: Q3 2024 in Review

GYL Financial Synergies reduced its Nike (NKE) stake by 85% in Q3 2024, selling an estimated $1.6M and leaving 3,726 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #287.

GYL Financial Synergies first reported a position in NKE in Q1 2019 and has held it in 16 quarters since. The position peaked at $2.99M in Q2 2023. 2,210 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

GYL Financial Synergies held 3,726 shares of Nike worth $329K as of Q3 2024.
GYL Financial Synergies sold 20,361 Nike shares in Q3 2024, an estimated $1.6M.
Nike made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #287 holding.
GYL Financial Synergies first reported a position in Nike in Q1 2019 and has held it in 16 quarters since.
GYL Financial Synergies's Nike position peaked at $2.99M in Q2 2023.
2,210 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.