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Spartan Planning & Wealth Management’s Nike NKE Stock Holding History

Spartan Planning & Wealth Management’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
Q4 		$182K Buy
+1,674
New +$180K 0.19% 60
2022
Q4 		$44.3K Buy
379
+378
+37,800% +$38.1K 0.06% 103
2022
Q3 		$0 Hold
1
– – ﹤0.01% 106
2022
Q2 		$0 Hold
1
– – ﹤0.01% 137
2022
Q1 		$0 Buy
+1
New +$141 ﹤0.01% 140

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spartan Planning & Wealth Management's NKE Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Nike (NKE) in Q4 2023: 1,674 shares worth $182K. The stake represents 0.19% of the portfolio and ranks #60 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in NKE as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in NKE in Q1 2022 and has held it in 5 quarters since. 2,437 funds tracked by Wall St. Rank hold NKE as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,674 shares of Nike worth $182K as of Q4 2023.
  • Nike was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Nike made up 0.19% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #60 holding.
  • Spartan Planning & Wealth Management first reported a position in Nike in Q1 2022 and has held it in 5 quarters since.
  • 2,437 funds tracked by Wall St. Rank held Nike as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.