SFP
NKE icon

Sweet Financial Partners’s Nike NKE Stock Holding History

Sweet Financial Partners’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
Q3 		$412K Sell
4,666
-16,729
-78% -$1.31M 0.09% 135
2024
Q2 		$1.61M Buy
21,395
+3,510
+20% +$326K 0.37% 58
2024
Q1 		$1.68M Buy
+17,885
New +$1.82M 0.39% 58
2022
Q3 		– Sell
-5,789
Closed -$592K – 173
2022
Q2 		$592K Buy
5,789
+2,242
+63% +$265K 0.19% 77
2022
Q1 		$477K Buy
+3,547
New +$498K 0.13% 100

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Sweet Financial Partners's NKE Position: Q3 2024 in Review

Sweet Financial Partners reduced its Nike (NKE) stake by 78% in Q3 2024, selling an estimated $1.31M and leaving 4,666 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #135.

Sweet Financial Partners first reported a position in NKE in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.68M in Q1 2024. 2,210 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

  • Sweet Financial Partners held 4,666 shares of Nike worth $412K as of Q3 2024.
  • Sweet Financial Partners sold 16,729 Nike shares in Q3 2024, an estimated $1.31M.
  • Nike made up 0.09% of Sweet Financial Partners's portfolio in Q3 2024, its #135 holding.
  • Sweet Financial Partners first reported a position in Nike in Q1 2022 and has held it in 5 quarters since.
  • Sweet Financial Partners's Nike position peaked at $1.68M in Q1 2024.
  • 2,210 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.