McDaniel Terry & Co’s Nike NKE Stock Holding History

McDaniel Terry & Co’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	–	Sell	-1,951	Closed	-$215K	–	87
2023 Q2	$215K	Sell	1,951 -853	-30%	-$99.8K	0.02%	82
2023 Q1	$344K	Hold	2,804	–	–	0.04%	68
2022 Q4	$328K	Sell	2,804 -30	-1%	-$3.02K	0.04%	70
2022 Q3	$236K	Hold	2,834	–	–	0.03%	84
2022 Q2	$290K	Buy	2,834 +50	+2%	+$5.91K	0.04%	76
2022 Q1	$375K	Sell	2,784 -29	-1%	-$4.08K	0.04%	71
2021 Q4	$469K	Buy	2,813 +254	+10%	+$41.9K	0.05%	71
2021 Q3	$372K	Hold	2,559	–	–	0.04%	63
2021 Q2	$395K	Sell	2,559 -706	-22%	-$95K	0.05%	64
2021 Q1	$434K	Buy	3,265 +29	+0.9%	+$4.03K	0.05%	59
2020 Q4	$458K	Hold	3,236	–	–	0.06%	56
2020 Q3	$406K	Buy	3,236 +80	+3%	+$8.59K	0.06%	56
2020 Q2	$309K	Hold	3,156	–	–	0.05%	64
2020 Q1	$261K	Buy	3,156 +140	+5%	+$13K	0.05%	60
2019 Q4	$306K	Hold	3,016	–	–	0.05%	65
2019 Q3	$283K	Buy	+3,016	New	+$259K	0.05%	65

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

McDaniel Terry & Co's NKE Position: Q3 2023 in Review

McDaniel Terry & Co sold out of Nike (NKE) in Q3 2023, closing a stake of 1,951 shares — an estimated $215K sold.

McDaniel Terry & Co first reported a position in NKE in Q3 2019 and held it in 16 quarters. The position peaked at $469K in Q4 2021. 2,278 funds tracked by Wall St. Rank hold NKE as of Q3 2023.

McDaniel Terry & Co reported no remaining Nike position as of Q3 2023 after selling out during the quarter.
McDaniel Terry & Co sold 1,951 Nike shares in Q3 2023, an estimated $215K.
McDaniel Terry & Co first reported a position in Nike in Q3 2019 and held it in 16 quarters.
McDaniel Terry & Co's Nike position peaked at $469K in Q4 2021.
2,278 funds tracked by Wall St. Rank held Nike as of Q3 2023.

Based on McDaniel Terry & Co's 13F filing for Q3 2023, filed 23 Oct 2023.