Summit Wealth Group’s Nike NKE Stock Holding History

Summit Wealth 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
2020 Q1	–	Sell	-2,076	Closed	-$210K	–	28
2019 Q4	$210K	Buy	+2,076	New	+$196K	0.2%	28

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's NKE Position: Q1 2020 in Review

Summit Wealth Group sold out of Nike (NKE) in Q1 2020, closing a stake of 2,076 shares — an estimated $210K sold.

Summit Wealth Group first reported a position in NKE in Q4 2019 and held it in 1 quarter. The position peaked at $210K in Q4 2019. 1,804 funds tracked by Wall St. Rank hold NKE as of Q1 2020.

Summit Wealth Group reported no remaining Nike position as of Q1 2020 after selling out during the quarter.
Summit Wealth Group sold 2,076 Nike shares in Q1 2020, an estimated $210K.
Summit Wealth Group first reported a position in Nike in Q4 2019 and held it in 1 quarter.
Summit Wealth Group's Nike position peaked at $210K in Q4 2019.
1,804 funds tracked by Wall St. Rank held Nike as of Q1 2020.

Based on Summit Wealth Group's 13F filing for Q1 2020, filed 12 May 2020.