Halpern Financial’s Nike NKE Stock Holding History

Halpern Financial’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	$88	Hold	1	–	–	﹤0.01%	224
2024 Q2	$79	Hold	1	–	–	﹤0.01%	216
2024 Q1	$95	Hold	1	–	–	﹤0.01%	207
2023 Q4	$109	Hold	1	–	–	﹤0.01%	247
2023 Q3	$100	Hold	1	–	–	﹤0.01%	208
2023 Q2	$115	Hold	1	–	–	﹤0.01%	249
2023 Q1	$127	Hold	1	–	–	﹤0.01%	178
2022 Q4	$121	Hold	1	–	–	﹤0.01%	190
2022 Q3	$86	Hold	1	–	–	﹤0.01%	206
2022 Q2	$105	Hold	1	–	–	﹤0.01%	308
2022 Q1	$138	Hold	1	–	–	﹤0.01%	220
2021 Q4	$171	Hold	1	–	–	﹤0.01%	245
2021 Q3	$148	Hold	1	–	–	﹤0.01%	253
2021 Q2	$157	Hold	1	–	–	﹤0.01%	243
2021 Q1	$135	Hold	1	–	–	﹤0.01%	248
2020 Q4	$144	Hold	1	–	–	﹤0.01%	202
2020 Q3	$127	Hold	1	–	–	﹤0.01%	201
2020 Q2	$99	Hold	1	–	–	﹤0.01%	171
2020 Q1	$83	Hold	1	–	–	﹤0.01%	158
2019 Q4	$102	Buy	+1	New	+$94	﹤0.01%	181

Other funds holding NKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Halpern Financial's NKE Position: Q3 2024 in Review

Halpern Financial held its Nike (NKE) position steady in Q3 2024 at 1 share worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Halpern Financial first reported a position in NKE in Q4 2019 and has held it in 20 quarters since. The position peaked at $171 in Q4 2021. 2,208 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

Halpern Financial held 1 share of Nike worth $88 as of Q3 2024.
Halpern Financial left its Nike share count unchanged in Q3 2024.
Nike made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #224 holding.
Halpern Financial first reported a position in Nike in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Nike position peaked at $171 in Q4 2021.
2,208 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.