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Accurate Investment Solutions’s Walt Disney DIS Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-2,603
Closed -$251K – 98
2020
Q1 		$251K Buy
2,603
+346
+15% +$43.7K 0.2% 70
2019
Q4 		$326K Buy
2,257
+25
+1% +$3.49K 0.21% 54
2019
Q3 		$291K Buy
2,232
+1
+0% +$138 0.21% 46
2019
Q2 		$312K Hold
2,231
– – 0.24% 43
2019
Q1 		$248K Buy
2,231
+40
+2% +$4.47K 0.19% 48
2018
Q4 		$240K Hold
2,191
– – 0.22% 48
2018
Q3 		$256K Sell
2,191
-483
-18% -$53.8K 0.18% 52
2018
Q2 		$281K Buy
2,674
+160
+6% +$16.4K 0.21% 55
2018
Q1 		$253K Buy
2,514
+3
+0.1% +$319 0.19% 49
2017
Q4 		$270K Sell
2,511
-78
-3% -$8.04K 0.2% 46
2017
Q3 		$255K Buy
2,589
+509
+24% +$52.4K 0.19% 46
2017
Q2 		$221K Buy
2,080
+105
+5% +$11.5K 0.18% 51
2017
Q1 		$224K Hold
1,975
– – 0.18% 46
2016
Q4 		$206K Sell
1,975
-1
-0.1% -$98 0.18% 52
2016
Q3 		$184K Hold
1,976
– – 0.17% 56
2016
Q2 		$193K Buy
1,976
+141
+8% +$14.1K 0.21% 45
2016
Q1 		$182K Buy
1,835
+925
+102% +$89.3K 0.17% 54
2015
Q4 		$96K Buy
+910
New +$101K 0.09% 75

Other funds holding DIS

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accurate Investment Solutions's DIS Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Walt Disney (DIS) in Q2 2020, closing a stake of 2,603 shares — an estimated $251K sold.

Accurate Investment Solutions first reported a position in DIS in Q4 2015 and held it in 18 quarters. The position peaked at $326K in Q4 2019. 2,685 funds tracked by Wall St. Rank hold DIS as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Walt Disney position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 2,603 Walt Disney shares in Q2 2020, an estimated $251K.
  • Accurate Investment Solutions first reported a position in Walt Disney in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's Walt Disney position peaked at $326K in Q4 2019.
  • 2,685 funds tracked by Wall St. Rank held Walt Disney as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.