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Lenox Wealth Management’s Nike NKE Stock Holding History

Lenox 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
2020
Q2 		$578K Buy
5,883
+665
+13% +$61.4K 0.18% 86
2020
Q1 		$432K Buy
5,218
+212
+4% +$19.7K 0.15% 90
2019
Q4 		$508K Buy
5,006
+18
+0.4% +$1.7K 0.14% 96
2019
Q3 		$468K Buy
4,988
+546
+12% +$46.8K 0.14% 96
2019
Q2 		$373K Buy
4,442
+740
+20% +$62.3K 0.11% 96
2019
Q1 		$313K Buy
3,702
+79
+2% +$6.52K 0.1% 103
2018
Q4 		$269K Buy
3,623
+486
+15% +$36.4K 0.09% 103
2018
Q3 		$266K Sell
3,137
-20,886
-87% -$1.68M 0.08% 129
2018
Q2 		$1.91M Sell
24,023
-1,578
-6% -$111K 0.62% 38
2018
Q1 		$1.71M Sell
25,601
-2,530
-9% -$167K 0.55% 38
2017
Q4 		$1.76M Buy
28,131
+12,913
+85% +$742K 0.54% 40
2017
Q3 		$791K Buy
15,218
+896
+6% +$50.3K 0.27% 71
2017
Q2 		$847K Buy
14,322
+5,351
+60% +$289K 0.34% 52
2017
Q1 		$500K Buy
8,971
+6,511
+265% +$360K 0.36% 15
2016
Q4 		$125K Buy
2,460
+165
+7% +$8.46K 0.1% 51
2016
Q3 		$121K Sell
2,295
-60
-3% -$3.39K 0.1% 51
2016
Q2 		$130K Sell
2,355
-311
-12% -$17.7K 0.09% 48
2016
Q1 		$164K Buy
2,666
+64
+2% +$3.87K 0.11% 41
2015
Q4 		$163K Buy
2,602
+1,680
+182% +$108K 0.13% 39
2015
Q3 		$57K Buy
922
+410
+80% +$23.2K 0.05% 73
2015
Q2 		$28K Hold
512
– – 0.02% 90
2015
Q1 		$26K Buy
512
+2
+0.4% +$96 0.02% 98
2014
Q4 		$24K Buy
510
+12
+2% +$563 0.02% 100
2014
Q3 		$22K Hold
498
– – 0.01% 105
2014
Q2 		$19K Sell
498
-524
-51% -$19.5K 0.01% 111
2014
Q1 		$38K Buy
1,022
+400
+64% +$15.1K 0.02% 95
2013
Q4 		$24K Buy
+622
New +$23.8K 0.02% 116

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Lenox Wealth Management's NKE Position: Q2 2020 in Review

Lenox Wealth Management increased its Nike (NKE) stake by 13% in Q2 2020, buying an estimated $61.4K and bringing the position to 5,883 shares worth $578K. The position accounts for 0.18% of the portfolio, ranked #86.

Lenox Wealth Management first reported a position in NKE in Q4 2013 and has held it in 27 quarters since. The position peaked at $1.91M in Q2 2018. 1,896 funds tracked by Wall St. Rank hold NKE as of Q2 2020.

  • Lenox Wealth Management held 5,883 shares of Nike worth $578K as of Q2 2020.
  • Lenox Wealth Management bought 665 Nike shares in Q2 2020, an estimated $61.4K.
  • Nike made up 0.18% of Lenox Wealth Management's portfolio in Q2 2020, its #86 holding.
  • Lenox Wealth Management first reported a position in Nike in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Nike position peaked at $1.91M in Q2 2018.
  • 1,896 funds tracked by Wall St. Rank held Nike as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.