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Wellesley Investment Partners’s Nike NKE Stock Holding History

Wellesley Investment 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
2020
Q3 		$345K Sell
2,751
-379
-12% -$40.7K 0.12% 69
2020
Q2 		$306K Sell
3,130
-194
-6% -$17.9K 0.11% 78
2020
Q1 		$275K Sell
3,324
-269
-7% -$25K 0.11% 83
2019
Q4 		$364K Sell
3,593
-2,788
-44% -$263K 0.11% 83
2019
Q3 		$599K Buy
6,381
+38
+0.6% +$3.26K 0.2% 64
2019
Q2 		$532K Sell
6,343
-1,765
-22% -$149K 0.18% 68
2019
Q1 		$682K Sell
8,108
-600
-7% -$49.5K 0.23% 68
2018
Q4 		$645K Hold
8,708
– – 0.23% 69
2018
Q3 		$737K Buy
8,708
+120
+1% +$9.64K 0.24% 70
2018
Q2 		$684K Buy
8,588
+93
+1% +$6.55K 0.24% 73
2018
Q1 		$564K Buy
8,495
+244
+3% +$16.1K 0.2% 79
2017
Q4 		$516K Sell
8,251
-75
-0.9% -$4.31K 0.2% 77
2017
Q3 		$431K Buy
8,326
+494
+6% +$27.7K 0.18% 80
2017
Q2 		$462K Buy
7,832
+577
+8% +$31.1K 0.19% 78
2017
Q1 		$404K Sell
7,255
-75
-1% -$4.14K 0.18% 79
2016
Q4 		$372K Buy
+7,330
New +$376K 0.18% 78

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellesley Investment Partners's NKE Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Nike (NKE) stake by 12% in Q3 2020, selling an estimated $40.7K and leaving 2,751 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #69.

Wellesley Investment Partners first reported a position in NKE in Q4 2016 and has held it in 16 quarters since. The position peaked at $737K in Q3 2018. 1,986 funds tracked by Wall St. Rank hold NKE as of Q3 2020.

  • Wellesley Investment Partners held 2,751 shares of Nike worth $345K as of Q3 2020.
  • Wellesley Investment Partners sold 379 Nike shares in Q3 2020, an estimated $40.7K.
  • Nike made up 0.12% of Wellesley Investment Partners's portfolio in Q3 2020, its #69 holding.
  • Wellesley Investment Partners first reported a position in Nike in Q4 2016 and has held it in 16 quarters since.
  • Wellesley Investment Partners's Nike position peaked at $737K in Q3 2018.
  • 1,986 funds tracked by Wall St. Rank held Nike as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.