Okabena Investment Services’s Nike NKE Stock Holding History

Okabena Investment Services’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 Q3	–	Sell	-22,837	Closed	-$1.72M	–	120
2024 Q2	$1.72M	Sell	22,837 -2,286	-9%	-$212K	0.55%	40
2024 Q1	$2.36M	Buy	25,123 +1,843	+8%	+$187K	0.79%	30
2023 Q4	$2.53M	Buy	+23,280	New	+$2.5M	0.98%	27
2023 Q3	–	Sell	-162	Closed	-$17.9K	–	136
2023 Q2	$17.9K	Sell	162 -23,835	-99%	-$2.79M	0.01%	99
2023 Q1	$2.94M	Buy	+23,997	New	+$2.95M	2.06%	11
2022 Q4	–	Sell	-3,594	Closed	-$299K	–	239
2022 Q3	$299K	Buy	3,594 +1,914	+114%	+$206K	0.14%	96
2022 Q2	$172K	Hold	1,680	–	–	0.09%	95
2022 Q1	$227K	Hold	1,680	–	–	0.1%	97
2021 Q4	$280K	Buy	1,680 +1,437	+591%	+$237K	0.11%	95
2021 Q3	$35K	Hold	243	–	–	0.02%	96
2021 Q2	$38K	Buy	+243	New	+$32.7K	0.02%	90

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Okabena Investment Services's NKE Position: Q3 2024 in Review

Okabena Investment Services sold out of Nike (NKE) in Q3 2024, closing a stake of 22,837 shares — an estimated $1.72M sold.

Okabena Investment Services first reported a position in NKE in Q2 2021 and held it in 11 quarters. The position peaked at $2.94M in Q1 2023. 2,209 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

Okabena Investment Services reported no remaining Nike position as of Q3 2024 after selling out during the quarter.
Okabena Investment Services sold 22,837 Nike shares in Q3 2024, an estimated $1.72M.
Okabena Investment Services first reported a position in Nike in Q2 2021 and held it in 11 quarters.
Okabena Investment Services's Nike position peaked at $2.94M in Q1 2023.
2,209 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on Okabena Investment Services's 13F filing for Q3 2024, filed 12 Nov 2024.