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Madison Wealth Management’s Nike NKE Stock Holding History

Madison 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
2023
Q3 		$5.5M Sell
57,551
-640
-1% -$65.8K 1.16% 26
2023
Q2 		$6.42M Sell
58,191
-610
-1% -$71.3K 1.3% 22
2023
Q1 		$7.21M Buy
58,801
+13,910
+31% +$1.71M 1.56% 13
2022
Q4 		$5.25M Sell
44,891
-15,400
-26% -$1.55M 1.2% 25
2022
Q3 		$5.01M Buy
60,291
+813
+1% +$87.5K 1.23% 20
2022
Q2 		$6.08M Sell
59,478
-1,066
-2% -$126K 1.47% 17
2022
Q1 		$8.15M Buy
60,544
+15,146
+33% +$2.13M 1.71% 14
2021
Q4 		$7.57M Buy
45,398
+6,314
+16% +$1.04M 1.52% 19
2021
Q3 		$5.68M Sell
39,084
-292
-0.7% -$47.6K 1.24% 21
2021
Q2 		$6.08M Buy
39,376
+345
+0.9% +$46.4K 1.34% 21
2021
Q1 		$5.19M Buy
39,031
+333
+0.9% +$46.3K 1.27% 21
2020
Q4 		$5.47M Sell
38,698
-1,349
-3% -$179K 1.44% 19
2020
Q3 		$5.03M Sell
40,047
-840
-2% -$90.2K 1.51% 17
2020
Q2 		$4.01M Sell
40,887
-566
-1% -$52.2K 1.32% 22
2020
Q1 		$3.43M Sell
41,453
-1,602
-4% -$149K 1.38% 22
2019
Q4 		$4.36M Buy
+43,055
New +$4.06M 1.25% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Madison Wealth Management's NKE Position: Q3 2023 in Review

Madison Wealth Management reduced its Nike (NKE) stake by 1.1% in Q3 2023, selling an estimated $65.8K and leaving 57,551 shares worth $5.5M. The position accounts for 1.16% of the portfolio, ranked #26.

Madison Wealth Management first reported a position in NKE in Q4 2019 and has held it in 16 quarters since. The position peaked at $8.15M in Q1 2022. 2,279 funds tracked by Wall St. Rank hold NKE as of Q3 2023.

  • Madison Wealth Management held 57,551 shares of Nike worth $5.5M as of Q3 2023.
  • Madison Wealth Management sold 640 Nike shares in Q3 2023, an estimated $65.8K.
  • Nike made up 1.16% of Madison Wealth Management's portfolio in Q3 2023, its #26 holding.
  • Madison Wealth Management first reported a position in Nike in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Nike position peaked at $8.15M in Q1 2022.
  • 2,279 funds tracked by Wall St. Rank held Nike as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.