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Sugarloaf Wealth Management’s Nike NKE Stock Holding History

Sugarloaf 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
Q4 		$21.4K Sell
282
-7
-2% -$550 ﹤0.01% 396
2024
Q3 		$25.6K Buy
289
+46
+19% +$3.61K ﹤0.01% 381
2024
Q2 		$18.3K Hold
243
– – ﹤0.01% 409
2024
Q1 		$22.9K Hold
243
– – ﹤0.01% 386
2023
Q4 		$26.4K Sell
243
-63
-21% -$6.77K 0.01% 356
2023
Q3 		$29.3K Hold
306
– – 0.01% 344
2023
Q2 		$33.8K Sell
306
-139
-31% -$16.3K 0.01% 332
2023
Q1 		$54.7K Sell
445
-1
-0.2% -$123 0.01% 276
2022
Q4 		$52.2K Buy
446
+1
+0.2% +$101 0.01% 275
2022
Q3 		$42K Buy
445
+1
+0.2% +$108 0.01% 311
2022
Q2 		$45K Buy
444
+1
+0.2% +$118 0.01% 304
2022
Q1 		$60K Sell
443
-1
-0.2% -$141 0.01% 255
2021
Q4 		$74K Buy
444
+1
+0.2% +$165 0.02% 238
2021
Q3 		$64K Buy
443
+1
+0.2% +$163 0.02% 243
2021
Q2 		$68K Buy
442
+1
+0.2% +$135 0.02% 237
2021
Q1 		$59 Buy
441
+35
+9% +$4.87K 0.02% 247
2020
Q4 		$57K Buy
406
+3
+0.7% +$397 0.02% 239
2020
Q3 		$51K Hold
403
– – 0.02% 236
2020
Q2 		$39K Buy
403
+1
+0.2% +$92 0.02% 274
2020
Q1 		$33K Buy
402
+164
+69% +$15.3K 0.01% 269
2019
Q4 		$24K Buy
+238
New +$22.4K 0.01% 347

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
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
Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's NKE Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Nike (NKE) stake by 2.4% in Q4 2024, selling an estimated $550 and leaving 282 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Sugarloaf Wealth Management first reported a position in NKE in Q4 2019 and has held it in 21 quarters since. The position peaked at $74K in Q4 2021. 2,195 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

  • Sugarloaf Wealth Management held 282 shares of Nike worth $21.4K as of Q4 2024.
  • Sugarloaf Wealth Management sold 7 Nike shares in Q4 2024, an estimated $550.
  • Nike made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #396 holding.
  • Sugarloaf Wealth Management first reported a position in Nike in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Nike position peaked at $74K in Q4 2021.
  • 2,195 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.