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NKE icon

Surevest’s Nike NKE Stock Holding History

Surevest’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
2022
Q3 		$3.53M Buy
42,419
+2,598
+7% +$280K 0.96% 37
2022
Q2 		$4.07M Buy
39,821
+3,392
+9% +$401K 1.07% 29
2022
Q1 		$4.9M Buy
36,429
+4,561
+14% +$641K 1.18% 19
2021
Q4 		$5.31M Sell
31,868
-290
-0.9% -$47.8K 1.26% 25
2021
Q3 		$4.67M Buy
32,158
+1,179
+4% +$192K 1.18% 36
2021
Q2 		$4.79M Sell
30,979
-882
-3% -$119K 1.25% 28
2021
Q1 		$4.23M Sell
31,861
-849
-3% -$118K 1.28% 44
2020
Q4 		$4.63M Buy
32,710
+151
+0.5% +$20K 1.54% 18
2020
Q3 		$4.09M Buy
32,559
+1,451
+5% +$156K 1.61% 16
2020
Q2 		$3.05M Buy
31,108
+2,612
+9% +$241K 1.35% 35
2020
Q1 		$2.36M Buy
28,496
+12,166
+75% +$1.13M 1.28% 41
2019
Q4 		$1.65M Buy
16,330
+5,245
+47% +$494K 0.71% 69
2019
Q3 		$1.04M Buy
11,085
+2,756
+33% +$236K 0.51% 75
2019
Q2 		$699K Buy
+8,329
New +$701K 0.36% 94

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Surevest's NKE Position: Q3 2022 in Review

Surevest increased its Nike (NKE) stake by 6.5% in Q3 2022, buying an estimated $280K and bringing the position to 42,419 shares worth $3.53M. The position accounts for 0.96% of the portfolio, ranked #37.

Surevest first reported a position in NKE in Q2 2019 and has held it in 14 quarters since. The position peaked at $5.31M in Q4 2021. 2,150 funds tracked by Wall St. Rank hold NKE as of Q3 2022.

  • Surevest held 42,419 shares of Nike worth $3.53M as of Q3 2022.
  • Surevest bought 2,598 Nike shares in Q3 2022, an estimated $280K.
  • Nike made up 0.96% of Surevest's portfolio in Q3 2022, its #37 holding.
  • Surevest first reported a position in Nike in Q2 2019 and has held it in 14 quarters since.
  • Surevest's Nike position peaked at $5.31M in Q4 2021.
  • 2,150 funds tracked by Wall St. Rank held Nike as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.