Planned Solutions’s Nike NKE Stock Holding History

Planned Solutions’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 Q4	–	Sell	-71	Closed	-$6.28K	–	450
2024 Q3	$6.28K	Buy	+71	New	+$5.57K	﹤0.01%	478
2024 Q1	–	Sell	-271	Closed	-$29.4K	–	386
2023 Q4	$29.4K	Buy	+271	New	+$29.1K	0.01%	343
2021 Q1	–	Sell	-253	Closed	-$36K	–	288
2020 Q4	$36K	Hold	253	–	–	0.03%	240
2020 Q3	$32K	Buy	+253	New	+$27.2K	0.03%	189

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

PSCM

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

Norges Bank Oslo, Norway $935B AUM

Planned Solutions's NKE Position: Q4 2024 in Review

Planned Solutions sold out of Nike (NKE) in Q4 2024, closing a stake of 71 shares — an estimated $6.28K sold.

Planned Solutions first reported a position in NKE in Q3 2020 and held it in 4 quarters. The position peaked at $36K in Q4 2020. 2,196 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

Planned Solutions reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 71 Nike shares in Q4 2024, an estimated $6.28K.
Planned Solutions first reported a position in Nike in Q3 2020 and held it in 4 quarters.
Planned Solutions's Nike position peaked at $36K in Q4 2020.
2,196 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.