Legacy Wealth Planning’s Nike NKE Stock Holding History

Legacy Wealth Planning’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	$209K	Sell	2,510 -16	-0.6%	-$1.72K	0.35%	70
2022 Q2	$258K	Buy	2,526 +37	+1%	+$4.38K	0.37%	63
2022 Q1	$335K	Hold	2,489	–	–	0.39%	52
2021 Q4	$415K	Buy	2,489 +1	+0%	+$165	0.47%	46
2021 Q3	$361K	Hold	2,488	–	–	0.4%	54
2021 Q2	$384K	Hold	2,488	–	–	0.44%	54
2021 Q1	$331K	Hold	2,488	–	–	0.42%	54
2020 Q4	$352K	Hold	2,488	–	–	0.45%	47
2020 Q3	$312K	Buy	2,488 +1	+0%	+$107	0.36%	50
2020 Q2	$244K	Sell	2,487 -700	-22%	-$64.6K	0.29%	59
2020 Q1	$264K	Sell	3,187 -200	-6%	-$18.6K	0.42%	51
2019 Q4	$343K	Buy	+3,387	New	+$319K	0.39%	45

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

Legacy Wealth Planning's NKE Position: Q3 2022 in Review

Legacy Wealth Planning reduced its Nike (NKE) stake by 0.63% in Q3 2022, selling an estimated $1.72K and leaving 2,510 shares worth $209K. The position accounts for 0.35% of the portfolio, ranked #70.

Legacy Wealth Planning first reported a position in NKE in Q4 2019 and has held it in 12 quarters since. The position peaked at $415K in Q4 2021. 2,151 funds tracked by Wall St. Rank hold NKE as of Q3 2022.

Legacy Wealth Planning held 2,510 shares of Nike worth $209K as of Q3 2022.
Legacy Wealth Planning sold 16 Nike shares in Q3 2022, an estimated $1.72K.
Nike made up 0.35% of Legacy Wealth Planning's portfolio in Q3 2022, its #70 holding.
Legacy Wealth Planning first reported a position in Nike in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Nike position peaked at $415K in Q4 2021.
2,151 funds tracked by Wall St. Rank held Nike as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.