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Sterling Group Wealth Management’s Nike NKE Stock Holding History

Sterling Group 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
2024
Q1 		– Sell
-2,910
Closed -$316K – 33
2023
Q4 		$316K Hold
2,910
– – 0.25% 40
2023
Q3 		$278K Sell
2,910
-56
-2% -$5.76K 0.26% 39
2023
Q2 		$327K Hold
2,966
– – 0.28% 34
2023
Q1 		$364K Buy
2,966
+14
+0.5% +$1.72K 0.34% 31
2022
Q4 		$345K Buy
+2,952
New +$297K 0.34% 30

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

Sterling Group Wealth Management's NKE Position: Q1 2024 in Review

Sterling Group Wealth Management sold out of Nike (NKE) in Q1 2024, closing a stake of 2,910 shares — an estimated $316K sold.

Sterling Group Wealth Management first reported a position in NKE in Q4 2022 and held it in 5 quarters. The position peaked at $364K in Q1 2023. 2,342 funds tracked by Wall St. Rank hold NKE as of Q1 2024.

  • Sterling Group Wealth Management reported no remaining Nike position as of Q1 2024 after selling out during the quarter.
  • Sterling Group Wealth Management sold 2,910 Nike shares in Q1 2024, an estimated $316K.
  • Sterling Group Wealth Management first reported a position in Nike in Q4 2022 and held it in 5 quarters.
  • Sterling Group Wealth Management's Nike position peaked at $364K in Q1 2023.
  • 2,342 funds tracked by Wall St. Rank held Nike as of Q1 2024.

Based on Sterling Group Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.