Polaris Wealth Advisory Group’s Nike NKE Stock Holding History

Polaris Wealth Advisory 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 Q3	$12.9M	Buy	135,410 +89,714	+196%	+$9.23M	0.99%	38
2023 Q2	$5.04M	Sell	45,696 -1,051	-2%	-$123K	0.38%	77
2023 Q1	$5.73M	Sell	46,747 -10,363	-18%	-$1.27M	0.42%	78
2022 Q4	$7.31M	Sell	57,110 -25,269	-31%	-$2.54M	0.54%	58
2022 Q3	$7.14M	Buy	+82,379	New	+$8.87M	0.59%	53
2021 Q1	–	Sell	-4,918	Closed	-$720K	–	191
2020 Q4	$720K	Buy	4,918 +2,964	+152%	+$393K	0.05%	107
2020 Q3	$250K	Sell	1,954 -237,045	-99%	-$25.4M	0.02%	141
2020 Q2	$23.3M	Sell	238,999 -26,467	-10%	-$2.44M	1.84%	21
2020 Q1	$22M	Buy	265,466 +263,525	+13,577%	+$24.5M	2.39%	18
2019 Q4	$201K	Buy	+1,941	New	+$183K	0.01%	150
2018 Q4	–	Sell	-1,401	Closed	-$119K	–	337
2018 Q3	$119K	Buy	+1,401	New	+$113K	0.01%	181
2018 Q2	–	Sell	-891	Closed	-$59K	–	358
2018 Q1	$59K	Buy	+891	New	+$58.8K	﹤0.01%	209

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

Morgan Stanley New York $1.66T AUM 25.57% 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 International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polaris Wealth Advisory Group's NKE Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Nike (NKE) stake by 196% in Q3 2023, buying an estimated $9.23M and bringing the position to 135,410 shares worth $12.9M. The position accounts for 0.99% of the portfolio, ranked #38.

Polaris Wealth Advisory Group first reported a position in NKE in Q1 2018 and has held it in 12 quarters since. The position peaked at $23.3M in Q2 2020. 2,279 funds tracked by Wall St. Rank hold NKE as of Q3 2023.

Polaris Wealth Advisory Group held 135,410 shares of Nike worth $12.9M as of Q3 2023.
Polaris Wealth Advisory Group bought 89,714 Nike shares in Q3 2023, an estimated $9.23M.
Nike made up 0.99% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #38 holding.
Polaris Wealth Advisory Group first reported a position in Nike in Q1 2018 and has held it in 12 quarters since.
Polaris Wealth Advisory Group's Nike position peaked at $23.3M in Q2 2020.
2,279 funds tracked by Wall St. Rank held Nike as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.