Heritage Financial Services’s Nike NKE Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-329	Closed	-$33K	–	327
2022 Q2	$33K	Buy	+329	New	+$38.9K	0.02%	197

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Heritage Financial Services's NKE Position: Q3 2022 in Review

Heritage Financial Services sold out of Nike (NKE) in Q3 2022, closing a stake of 329 shares — an estimated $33K sold.

Heritage Financial Services first reported a position in NKE in Q2 2022 and held it in 1 quarter. The position peaked at $33K in Q2 2022. 2,150 funds tracked by Wall St. Rank hold NKE as of Q3 2022.

Heritage Financial Services reported no remaining Nike position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 329 Nike shares in Q3 2022, an estimated $33K.
Heritage Financial Services first reported a position in Nike in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Nike position peaked at $33K in Q2 2022.
2,150 funds tracked by Wall St. Rank held Nike as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.