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Kaizen Advisory’s Nike NKE Stock Holding History

Kaizen Advisory’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
2018
Q4 		$248K Buy
3,342
+150
+5% +$11.2K 0.17% 148
2018
Q3 		$270K Hold
3,192
– – 0.14% 145
2018
Q2 		$254K Buy
3,192
+1,927
+152% +$136K 0.13% 147
2018
Q1 		$84K Hold
1,265
– – 0.08% 142
2017
Q4 		$79K Buy
+1,265
New +$72.7K 0.05% 155

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Advisory's NKE Position: Q4 2018 in Review

Kaizen Advisory increased its Nike (NKE) stake by 4.7% in Q4 2018, buying an estimated $11.2K and bringing the position to 3,342 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #148.

Kaizen Advisory first reported a position in NKE in Q4 2017 and has held it in 5 quarters since. The position peaked at $270K in Q3 2018. 1,591 funds tracked by Wall St. Rank hold NKE as of Q4 2018.

  • Kaizen Advisory held 3,342 shares of Nike worth $248K as of Q4 2018.
  • Kaizen Advisory bought 150 Nike shares in Q4 2018, an estimated $11.2K.
  • Nike made up 0.17% of Kaizen Advisory's portfolio in Q4 2018, its #148 holding.
  • Kaizen Advisory first reported a position in Nike in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Nike position peaked at $270K in Q3 2018.
  • 1,591 funds tracked by Wall St. Rank held Nike as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.