Newfound Research’s Nike NKE Stock Holding History

Newfound Research’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
2022 Q3	$68K	Buy	816 +16	+2%	+$1.72K	0.17%	92
2022 Q2	$82K	Sell	800 -152	-16%	-$18K	0.17%	79
2022 Q1	$128K	Buy	952 +207	+28%	+$29.1K	0.17%	68
2021 Q4	$124K	Buy	745 +229	+44%	+$37.8K	0.15%	76
2021 Q3	$75K	Buy	516 +1	+0.2%	+$163	0.12%	95
2021 Q2	$80K	Buy	+515	New	+$69.3K	0.16%	82
2021 Q1	–	Sell	-961	Closed	-$136K	–	148
2020 Q4	$136K	Buy	961 +705	+275%	+$93.4K	0.35%	15
2020 Q3	$32K	Buy	+256	New	+$27.5K	0.09%	73

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Newfound Research's NKE Position: Q3 2022 in Review

Newfound Research increased its Nike (NKE) stake by 2% in Q3 2022, buying an estimated $1.72K and bringing the position to 816 shares worth $68K. The position accounts for 0.17% of the portfolio, ranked #92.

Newfound Research first reported a position in NKE in Q3 2020 and has held it in 8 quarters since. The position peaked at $136K in Q4 2020. 2,150 funds tracked by Wall St. Rank hold NKE as of Q3 2022.

Newfound Research held 816 shares of Nike worth $68K as of Q3 2022.
Newfound Research bought 16 Nike shares in Q3 2022, an estimated $1.72K.
Nike made up 0.17% of Newfound Research's portfolio in Q3 2022, its #92 holding.
Newfound Research first reported a position in Nike in Q3 2020 and has held it in 8 quarters since.
Newfound Research's Nike position peaked at $136K in Q4 2020.
2,150 funds tracked by Wall St. Rank held Nike as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.