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UBP Investment Advisors’s Nike NKE Stock Holding History

UBP Investment Advisors’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
2021
Q2 		– Sell
-6,543
Closed -$870K – 128
2021
Q1 		$870K Buy
6,543
+4,437
+211% +$617K 0.36% 58
2020
Q4 		$298K Buy
2,106
+88
+4% +$11.7K 0.15% 61
2020
Q3 		$253K Buy
+2,018
New +$217K 0.2% 50
2018
Q4 		– Sell
-3,600
Closed -$305K – 56
2018
Q3 		$305K Hold
3,600
– – 0.29% 49
2018
Q2 		$285K Sell
3,600
-500
-12% -$35.2K 0.34% 43
2018
Q1 		$272K Hold
4,100
– – 0.29% 44
2017
Q4 		$256K Buy
+4,100
New +$236K 0.3% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBP Investment Advisors's NKE Position: Q2 2021 in Review

UBP Investment Advisors sold out of Nike (NKE) in Q2 2021, closing a stake of 6,543 shares — an estimated $870K sold.

UBP Investment Advisors first reported a position in NKE in Q4 2017 and held it in 7 quarters. The position peaked at $870K in Q1 2021. 2,249 funds tracked by Wall St. Rank hold NKE as of Q2 2021.

  • UBP Investment Advisors reported no remaining Nike position as of Q2 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 6,543 Nike shares in Q2 2021, an estimated $870K.
  • UBP Investment Advisors first reported a position in Nike in Q4 2017 and held it in 7 quarters.
  • UBP Investment Advisors's Nike position peaked at $870K in Q1 2021.
  • 2,249 funds tracked by Wall St. Rank held Nike as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.