MPW
NKE icon

Monterey Private Wealth’s Nike NKE Stock Holding History

Monterey Private Wealth’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
2021
Q4 		– Sell
-1,551
Closed -$232K – 106
2021
Q3 		$232K Buy
1,551
+41
+3% +$6.68K 0.13% 90
2021
Q2 		$233K Sell
1,510
-26
-2% -$3.5K 0.13% 91
2021
Q1 		$202K Hold
1,536
– – 0.11% 96
2020
Q4 		$217K Buy
+1,536
New +$204K 0.13% 86

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Monterey Private Wealth's NKE Position: Q4 2021 in Review

Monterey Private Wealth sold out of Nike (NKE) in Q4 2021, closing a stake of 1,551 shares — an estimated $232K sold.

Monterey Private Wealth first reported a position in NKE in Q4 2020 and held it in 4 quarters. The position peaked at $233K in Q2 2021. 2,489 funds tracked by Wall St. Rank hold NKE as of Q4 2021.

  • Monterey Private Wealth reported no remaining Nike position as of Q4 2021 after selling out during the quarter.
  • Monterey Private Wealth sold 1,551 Nike shares in Q4 2021, an estimated $232K.
  • Monterey Private Wealth first reported a position in Nike in Q4 2020 and held it in 4 quarters.
  • Monterey Private Wealth's Nike position peaked at $233K in Q2 2021.
  • 2,489 funds tracked by Wall St. Rank held Nike as of Q4 2021.

Based on Monterey Private Wealth's 13F filing for Q4 2021, filed 18 Jan 2022.