Lumature Wealth Partners’s Nike NKE Stock Holding History

Lumature Wealth Partners’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 Q2	$1.08M	Buy	9,789 +54	+0.6%	+$6.32K	0.64%	37
2023 Q1	$1.19M	Sell	9,735 -809	-8%	-$99.5K	0.67%	36
2022 Q4	$1.23M	Sell	10,544 -337	-3%	-$33.9K	0.69%	33
2022 Q3	$904K	Buy	10,881 +28	+0.3%	+$3.01K	0.48%	43
2022 Q2	$1.11M	Sell	10,853 -5,073	-32%	-$600K	0.49%	43
2022 Q1	$2.14M	Sell	15,926 -239	-1%	-$33.6K	0.86%	21
2021 Q4	$2.69M	Buy	16,165 +745	+5%	+$123K	1.05%	16
2021 Q3	$2.24M	Buy	15,420 +695	+5%	+$113K	0.92%	18
2021 Q2	$2.27M	Buy	14,725 +3,020	+26%	+$406K	0.94%	21
2021 Q1	$1.55M	Buy	11,705 +5,348	+84%	+$743K	0.82%	26
2020 Q4	$899K	Buy	+6,357	New	+$842K	0.85%	27

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Lumature Wealth Partners's NKE Position: Q2 2023 in Review

Lumature Wealth Partners increased its Nike (NKE) stake by 0.55% in Q2 2023, buying an estimated $6.32K and bringing the position to 9,789 shares worth $1.08M. The position accounts for 0.64% of the portfolio, ranked #37.

Lumature Wealth Partners first reported a position in NKE in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.69M in Q4 2021. 2,342 funds tracked by Wall St. Rank hold NKE as of Q2 2023.

Lumature Wealth Partners held 9,789 shares of Nike worth $1.08M as of Q2 2023.
Lumature Wealth Partners bought 54 Nike shares in Q2 2023, an estimated $6.32K.
Nike made up 0.64% of Lumature Wealth Partners's portfolio in Q2 2023, its #37 holding.
Lumature Wealth Partners first reported a position in Nike in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Nike position peaked at $2.69M in Q4 2021.
2,342 funds tracked by Wall St. Rank held Nike as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.