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Monumental Financial Group’s Nike NKE Stock Holding History

Monumental Financial Group’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 		– Sell
-11,007
Closed -$1.35M – 71
2023
Q1 		$1.35M Buy
11,007
+255
+2% +$31.3K 0.97% 18
2022
Q4 		$1.26M Buy
10,752
+5,769
+116% +$581K 1.02% 17
2022
Q3 		$414K Buy
4,983
+1,129
+29% +$122K 0.39% 23
2022
Q2 		$394K Buy
+3,854
New +$456K 0.36% 28
2021
Q3 		– Sell
-111
Closed -$17K – 69
2021
Q2 		$17K Sell
111
-5,503
-98% -$741K 0.01% 68
2021
Q1 		$746K Buy
+5,614
New +$780K 0.71% 23

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Monumental Financial Group's NKE Position: Q2 2023 in Review

Monumental Financial Group sold out of Nike (NKE) in Q2 2023, closing a stake of 11,007 shares — an estimated $1.35M sold.

Monumental Financial Group first reported a position in NKE in Q1 2021 and held it in 6 quarters. The position peaked at $1.35M in Q1 2023. 2,343 funds tracked by Wall St. Rank hold NKE as of Q2 2023.

  • Monumental Financial Group reported no remaining Nike position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 11,007 Nike shares in Q2 2023, an estimated $1.35M.
  • Monumental Financial Group first reported a position in Nike in Q1 2021 and held it in 6 quarters.
  • Monumental Financial Group's Nike position peaked at $1.35M in Q1 2023.
  • 2,343 funds tracked by Wall St. Rank held Nike as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.