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YorkBridge Wealth Partners’s Nike NKE Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$2.31M Sell
19,760
-1,063
-5% -$107K 0.59% 47
2022
Q3 		$1.73M Buy
20,823
+319
+2% +$34.3K 0.45% 55
2022
Q2 		$2.1M Sell
20,504
-113
-0.5% -$13.4K 0.55% 49
2022
Q1 		$2.77M Sell
20,617
-99
-0.5% -$13.9K 0.61% 39
2021
Q4 		$3.45M Buy
20,716
+912
+5% +$150K 0.77% 34
2021
Q3 		$2.88M Buy
19,804
+733
+4% +$120K 0.72% 38
2021
Q2 		$2.95M Sell
19,071
-152
-0.8% -$20.5K 0.77% 35
2021
Q1 		$2.56M Buy
19,223
+975
+5% +$136K 0.76% 39
2020
Q4 		$2.58M Buy
18,248
+764
+4% +$101K 0.86% 35
2020
Q3 		$2.19M Buy
17,484
+733
+4% +$78.7K 0.92% 33
2020
Q2 		$1.64M Buy
16,751
+104
+0.6% +$9.6K 0.75% 38
2020
Q1 		$1.38M Sell
16,647
-4,575
-22% -$426K 0.85% 40
2019
Q4 		$2.15M Buy
21,222
+115
+0.5% +$10.8K 0.99% 25
2019
Q3 		$1.98M Buy
21,107
+485
+2% +$41.6K 1% 29
2019
Q2 		$1.73M Sell
20,622
-4,221
-17% -$355K 0.77% 35
2019
Q1 		$2.09M Buy
24,843
+554
+2% +$45.7K 0.96% 22
2018
Q4 		$1.8M Sell
24,289
-3,802
-14% -$284K 0.95% 24
2018
Q3 		$2.37M Sell
28,091
-542
-2% -$43.5K 1.09% 17
2018
Q2 		$2.28M Buy
28,633
+3,147
+12% +$222K 1% 19
2018
Q1 		$1.73M Buy
25,486
+1,163
+5% +$76.8K 0.8% 28
2017
Q4 		$1.57M Sell
24,323
-999
-4% -$57.4K 0.76% 33
2017
Q3 		$1.31M Sell
25,322
-847
-3% -$47.5K 0.68% 40
2017
Q2 		$1.53M Buy
26,169
+68
+0.3% +$3.67K 0.82% 28
2017
Q1 		$1.44M Buy
26,101
+2,135
+9% +$118K 0.75% 33
2016
Q4 		$1.24M Buy
+23,966
New +$1.23M 0.73% 33

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

YorkBridge Wealth Partners's NKE Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Nike (NKE) stake by 5.1% in Q4 2022, selling an estimated $107K and leaving 19,760 shares worth $2.31M. The position accounts for 0.59% of the portfolio, ranked #47.

YorkBridge Wealth Partners first reported a position in NKE in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.45M in Q4 2021. 2,342 funds tracked by Wall St. Rank hold NKE as of Q4 2022.

  • YorkBridge Wealth Partners held 19,760 shares of Nike worth $2.31M as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,063 Nike shares in Q4 2022, an estimated $107K.
  • Nike made up 0.59% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #47 holding.
  • YorkBridge Wealth Partners first reported a position in Nike in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Nike position peaked at $3.45M in Q4 2021.
  • 2,342 funds tracked by Wall St. Rank held Nike as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.