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Waddell & Reed Financial’s Nike NKE Stock Holding History

Waddell & Reed Financial’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
2018
Q3 		– Sell
-60,000
Closed -$4.78M – 559
2018
Q2 		$4.78M Buy
+60,000
New +$4.23M 0.01% 493
2016
Q3 		– Sell
-62,000
Closed -$14K – 613
2016
Q2 		$14K Buy
+62,000
New +$3.53M ﹤0.01% 582

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Waddell & Reed Financial's NKE Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Nike (NKE) stake by 1.6% in Q1 2021, selling an estimated $3.1M and leaving 1,341,762 shares worth $178M. The position accounts for 0.37% of the portfolio, ranked #67.

Waddell & Reed Financial first reported a position in NKE in Q2 2013 and has held it in 32 quarters since. The position peaked at $357M in Q4 2015. 2,207 funds tracked by Wall St. Rank hold NKE as of Q1 2021.

  • Waddell & Reed Financial held 1,341,762 shares of Nike worth $178M as of Q1 2021.
  • Waddell & Reed Financial sold 22,263 Nike shares in Q1 2021, an estimated $3.1M.
  • Nike made up 0.37% of Waddell & Reed Financial's portfolio in Q1 2021, its #67 holding.
  • Waddell & Reed Financial first reported a position in Nike in Q2 2013 and has held it in 32 quarters since.
  • Waddell & Reed Financial's Nike position peaked at $357M in Q4 2015.
  • 2,207 funds tracked by Wall St. Rank held Nike as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.