Legacy Financial Strategies’s Nike NKE Stock Holding History

Legacy Financial Strategies’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 Q4	–	Sell	-2,371	Closed	-$210K	–	123
2024 Q3	$210K	Buy	+2,371	New	+$186K	0.05%	112
2024 Q1	–	Sell	-2,023	Closed	-$220K	–	91
2023 Q4	$220K	Hold	2,023	–	–	0.06%	75
2023 Q3	$221K	Sell	2,023 -6	-0.3%	-$617	0.07%	69
2023 Q2	$224K	Hold	2,029	–	–	0.07%	71
2023 Q1	$249K	Hold	2,029	–	–	0.09%	64
2022 Q4	$237K	Buy	+2,029	New	+$204K	0.1%	63
2022 Q3	–	Sell	-2,067	Closed	-$211K	–	66
2022 Q2	$211K	Buy	2,067 +108	+6%	+$12.8K	0.1%	60
2022 Q1	$264K	Buy	1,959 +400	+26%	+$56.2K	0.11%	60
2021 Q4	$260K	Hold	1,559	–	–	0.11%	59
2021 Q3	$226K	Hold	1,559	–	–	0.11%	59
2021 Q2	$241K	Hold	1,559	–	–	0.12%	58
2021 Q1	$207K	Hold	1,559	–	–	0.11%	62
2020 Q4	$221K	Buy	+1,559	New	+$207K	0.11%	62

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

PSCM

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

Norges Bank Oslo, Norway $935B AUM

Legacy Financial Strategies's NKE Position: Q4 2024 in Review

Legacy Financial Strategies sold out of Nike (NKE) in Q4 2024, closing a stake of 2,371 shares — an estimated $210K sold.

Legacy Financial Strategies first reported a position in NKE in Q4 2020 and held it in 13 quarters. The position peaked at $264K in Q1 2022. 2,195 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

Legacy Financial Strategies reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
Legacy Financial Strategies sold 2,371 Nike shares in Q4 2024, an estimated $210K.
Legacy Financial Strategies first reported a position in Nike in Q4 2020 and held it in 13 quarters.
Legacy Financial Strategies's Nike position peaked at $264K in Q1 2022.
2,195 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Legacy Financial Strategies's 13F filing for Q4 2024, filed 28 Jan 2025.