Wallace Advisory Group’s Nike NKE Stock Holding History

Wallace Advisory 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
2024 Q4	–	Sell	-5,387	Closed	-$406K	–	189
2024 Q3	$406K	Sell	5,387 -152	-3%	-$11.9K	0.3%	92
2024 Q2	$417K	Buy	5,539 +1,715	+45%	+$159K	0.3%	93
2024 Q1	$415K	Sell	3,824 -160	-4%	-$16.3K	0.31%	90
2023 Q4	$381K	Sell	3,984 -121	-3%	-$13K	0.3%	86
2023 Q3	$453K	Buy	4,105 +122	+3%	+$12.5K	0.33%	80
2023 Q2	$488K	Hold	3,983	–	–	0.37%	71
2023 Q1	$488K	Buy	3,983 +107	+3%	+$13.2K	0.37%	71
2022 Q4	$454K	Buy	+3,876	New	+$390K	0.36%	72

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wallace Advisory Group's NKE Position: Q4 2024 in Review

Wallace Advisory Group sold out of Nike (NKE) in Q4 2024, closing a stake of 5,387 shares — an estimated $406K sold.

Wallace Advisory Group first reported a position in NKE in Q4 2022 and held it in 8 quarters. The position peaked at $488K in Q2 2023. 2,195 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

Wallace Advisory Group reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
Wallace Advisory Group sold 5,387 Nike shares in Q4 2024, an estimated $406K.
Wallace Advisory Group first reported a position in Nike in Q4 2022 and held it in 8 quarters.
Wallace Advisory Group's Nike position peaked at $488K in Q2 2023.
2,195 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Wallace Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.