Jackson Wealth Management’s Nike NKE Stock Holding History

Jackson Wealth 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 Q3	–	Sell	-3,513	Closed	-$388K	–	155
2023 Q2	$388K	Sell	3,513 -324	-8%	-$37.9K	0.06%	103
2023 Q1	$471K	Buy	+3,837	New	+$472K	0.35%	85
2022 Q1	–	Sell	-57,443	Closed	-$9.57M	–	121
2021 Q4	$9.57M	Buy	57,443 +852	+2%	+$141K	1.21%	22
2021 Q3	$47K	Buy	56,591 +10,091	+22%	+$1.65M	0.57%	32
2021 Q2	$7.18M	Buy	46,500 +3,864	+9%	+$520K	0.91%	32
2021 Q1	$5.67M	Buy	42,636 +2,965	+7%	+$412K	0.85%	34
2020 Q4	$5.61M	Buy	39,671 +2,578	+7%	+$342K	0.77%	35
2020 Q3	$4.66M	Buy	37,093 +4,775	+15%	+$513K	0.7%	34
2020 Q2	$3.17M	Buy	32,318 +1,395	+5%	+$129K	0.56%	47
2020 Q1	$2.81M	Buy	+30,923	New	+$2.88M	0.59%	39

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Jackson Wealth Management's NKE Position: Q3 2023 in Review

Jackson Wealth Management sold out of Nike (NKE) in Q3 2023, closing a stake of 3,513 shares — an estimated $388K sold.

Jackson Wealth Management first reported a position in NKE in Q1 2020 and held it in 10 quarters. The position peaked at $9.57M in Q4 2021. 2,279 funds tracked by Wall St. Rank hold NKE as of Q3 2023.

Jackson Wealth Management reported no remaining Nike position as of Q3 2023 after selling out during the quarter.
Jackson Wealth Management sold 3,513 Nike shares in Q3 2023, an estimated $388K.
Jackson Wealth Management first reported a position in Nike in Q1 2020 and held it in 10 quarters.
Jackson Wealth Management's Nike position peaked at $9.57M in Q4 2021.
2,279 funds tracked by Wall St. Rank held Nike as of Q3 2023.

Based on Jackson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.