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MPS Loria Financial Planners’s Nike NKE Stock Holding History

MPS Loria Financial Planners’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
Q1 		– Sell
-2,547
Closed -$276K – 83
2023
Q4 		$276K Buy
2,547
+6
+0.2% +$645 0.1% 68
2023
Q3 		$243K Hold
2,541
– – 0.1% 67
2023
Q2 		$280K Hold
2,541
– – 0.11% 63
2023
Q1 		$312K Buy
2,541
+124
+5% +$15.2K 0.13% 55
2022
Q4 		$283K Sell
2,417
-124
-5% -$12.5K 0.13% 57
2022
Q3 		$211K Buy
2,541
+119
+5% +$12.8K 0.08% 63
2022
Q2 		$247K Buy
2,422
+6
+0.2% +$710 0.11% 61
2022
Q1 		$325K Sell
2,416
-4
-0.2% -$562 0.14% 58
2021
Q4 		$403K Hold
2,420
– – 0.16% 48
2021
Q3 		$351K Buy
2,420
+3
+0.1% +$489 0.16% 48
2021
Q2 		$373K Buy
2,417
+1
+0% +$135 0.17% 47
2021
Q1 		$321K Sell
2,416
-1
-0% -$139 0.15% 54
2020
Q4 		$339K Buy
2,417
+157
+7% +$20.8K 0.15% 51
2020
Q3 		$284K Buy
2,260
+15
+0.7% +$1.61K 0.15% 53
2020
Q2 		$220K Buy
+2,245
New +$207K 0.12% 66
2020
Q1 		– Sell
-2,244
Closed -$227K – 70
2019
Q4 		$227K Hold
2,244
– – 0.13% 68
2019
Q3 		$210K Buy
+2,244
New +$192K 0.14% 67
2017
Q3 		– Sell
-208
Closed -$12K – 252
2017
Q2 		$12K Buy
+208
New +$11.2K 0.01% 278

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPS Loria Financial Planners's NKE Position: Q1 2024 in Review

MPS Loria Financial Planners sold out of Nike (NKE) in Q1 2024, closing a stake of 2,547 shares — an estimated $276K sold.

MPS Loria Financial Planners first reported a position in NKE in Q2 2017 and held it in 18 quarters. The position peaked at $403K in Q4 2021. 2,341 funds tracked by Wall St. Rank hold NKE as of Q1 2024.

  • MPS Loria Financial Planners reported no remaining Nike position as of Q1 2024 after selling out during the quarter.
  • MPS Loria Financial Planners sold 2,547 Nike shares in Q1 2024, an estimated $276K.
  • MPS Loria Financial Planners first reported a position in Nike in Q2 2017 and held it in 18 quarters.
  • MPS Loria Financial Planners's Nike position peaked at $403K in Q4 2021.
  • 2,341 funds tracked by Wall St. Rank held Nike as of Q1 2024.

Based on MPS Loria Financial Planners's 13F filing for Q1 2024, filed 17 Apr 2024.