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20/20 Capital Management’s Walt Disney DIS Stock Holding History

20/20 Capital Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1.54M Buy
8,781
+592
+7% +$106K 0.4% 53
2021
Q1 		$1.51M Buy
8,189
+467
+6% +$86.1K 0.44% 53
2020
Q4 		$1.37M Sell
7,722
-1,129
-13% -$162K 0.4% 61
2020
Q3 		$1.1M Hold
8,851
– – 0.41% 53
2020
Q2 		$1.15M Buy
8,851
+66
+0.8% +$7.29K 0.44% 48
2020
Q1 		$927K Buy
8,785
+2,939
+50% +$372K 0.42% 50
2019
Q4 		$834K Buy
+5,846
New +$816K 0.34% 60

Other funds holding DIS

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 $3.38T AUM 44.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

20/20 Capital Management's DIS Position: Q2 2021 in Review

20/20 Capital Management increased its Walt Disney (DIS) stake by 7.2% in Q2 2021, buying an estimated $106K and bringing the position to 8,781 shares worth $1.54M. The position accounts for 0.4% of the portfolio, ranked #53.

20/20 Capital Management first reported a position in DIS in Q4 2019 and has held it in 7 quarters since. 3,106 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • 20/20 Capital Management held 8,781 shares of Walt Disney worth $1.54M as of Q2 2021.
  • 20/20 Capital Management bought 592 Walt Disney shares in Q2 2021, an estimated $106K.
  • Walt Disney made up 0.4% of 20/20 Capital Management's portfolio in Q2 2021, its #53 holding.
  • 20/20 Capital Management first reported a position in Walt Disney in Q4 2019 and has held it in 7 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.