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Mattern Wealth Management’s Nike NKE Stock Holding History

Mattern 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
2024
Q2 		– Sell
-19,166
Closed -$1.8M – 180
2024
Q1 		$1.8M Sell
19,166
-754
-4% -$76.7K 0.44% 68
2023
Q4 		$2.16M Buy
19,920
+2,165
+12% +$233K 0.56% 52
2023
Q3 		$1.7M Buy
17,755
+6,432
+57% +$662K 0.5% 56
2023
Q2 		$1.25M Buy
11,323
+1,270
+13% +$149K 0.36% 76
2023
Q1 		$1.23M Sell
10,053
-1,422
-12% -$175K 0.41% 76
2022
Q4 		$1.34M Sell
11,475
-27
-0.2% -$2.72K 0.54% 61
2022
Q3 		$956K Buy
11,502
+164
+1% +$17.7K 0.38% 73
2022
Q2 		$1.16M Buy
11,338
+28
+0.2% +$3.31K 0.45% 61
2022
Q1 		$1.52M Buy
11,310
+1,953
+21% +$274K 0.5% 60
2021
Q4 		$1.56M Buy
9,357
+202
+2% +$33.3K 0.46% 56
2021
Q3 		$1.33M Sell
9,155
-114
-1% -$18.6K 0.45% 63
2021
Q2 		$1.48M Sell
9,269
-402
-4% -$54.1K 0.47% 59
2021
Q1 		$1.28M Buy
9,671
+655
+7% +$91.1K 0.45% 62
2020
Q4 		$1.28M Sell
9,016
-15
-0.2% -$1.99K 0.48% 59
2020
Q3 		$1.13M Sell
9,031
-18
-0.2% -$1.93K 0.49% 63
2020
Q2 		$887K Buy
9,049
+928
+11% +$85.7K 0.43% 73
2020
Q1 		$672K Sell
8,121
-8
-0.1% -$744 0.48% 68
2019
Q4 		$824K Buy
+8,129
New +$766K 0.49% 73

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mattern Wealth Management's NKE Position: Q2 2024 in Review

Mattern Wealth Management sold out of Nike (NKE) in Q2 2024, closing a stake of 19,166 shares — an estimated $1.8M sold.

Mattern Wealth Management first reported a position in NKE in Q4 2019 and held it in 18 quarters. The position peaked at $2.16M in Q4 2023. 2,210 funds tracked by Wall St. Rank hold NKE as of Q2 2024.

  • Mattern Wealth Management reported no remaining Nike position as of Q2 2024 after selling out during the quarter.
  • Mattern Wealth Management sold 19,166 Nike shares in Q2 2024, an estimated $1.8M.
  • Mattern Wealth Management first reported a position in Nike in Q4 2019 and held it in 18 quarters.
  • Mattern Wealth Management's Nike position peaked at $2.16M in Q4 2023.
  • 2,210 funds tracked by Wall St. Rank held Nike as of Q2 2024.

Based on Mattern Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.