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Benson Investment Management Company’s Walt Disney DIS Stock Holding History

Benson Investment Management Company’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
-37,000
Closed -$3.57M – 56
2020
Q1 		$3.57M Buy
37,000
+575
+2% +$72.7K 2.87% 10
2019
Q4 		$5.27M Buy
36,425
+15
+0% +$2.09K 3.4% 4
2019
Q3 		$4.75M Sell
36,410
-1,285
-3% -$178K 3.41% 3
2019
Q2 		$5.26M Sell
37,695
-940
-2% -$125K 3.96% 2
2019
Q1 		$4.29M Buy
38,635
+12,895
+50% +$1.44M 3.32% 4
2018
Q4 		$2.82M Sell
25,740
-420
-2% -$47.8K 2.4% 20
2018
Q3 		$3.06M Buy
26,160
+3,180
+14% +$354K 2.3% 22
2018
Q2 		$2.41M Buy
22,980
+363
+2% +$37.1K 1.89% 32
2018
Q1 		$2.27M Buy
22,617
+695
+3% +$73.9K 1.84% 36
2017
Q4 		$2.36M Buy
21,922
+1,200
+6% +$124K 1.75% 38
2017
Q3 		$2.04M Buy
20,722
+445
+2% +$45.8K 1.68% 40
2017
Q2 		$2.15M Sell
20,277
-45
-0.2% -$4.93K 1.94% 32
2017
Q1 		$2.3M Sell
20,322
-6,593
-24% -$726K 2.27% 20
2016
Q4 		$2.81M Buy
+26,915
New +$2.62M 2.78% 4

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

Benson Investment Management Company's DIS Position: Q2 2020 in Review

Benson Investment Management Company sold out of Walt Disney (DIS) in Q2 2020, closing a stake of 37,000 shares — an estimated $3.57M sold.

Benson Investment Management Company first reported a position in DIS in Q4 2016 and held it in 14 quarters. The position peaked at $5.27M in Q4 2019. 2,686 funds tracked by Wall St. Rank hold DIS as of Q2 2020.

  • Benson Investment Management Company reported no remaining Walt Disney position as of Q2 2020 after selling out during the quarter.
  • Benson Investment Management Company sold 37,000 Walt Disney shares in Q2 2020, an estimated $3.57M.
  • Benson Investment Management Company first reported a position in Walt Disney in Q4 2016 and held it in 14 quarters.
  • Benson Investment Management Company's Walt Disney position peaked at $5.27M in Q4 2019.
  • 2,686 funds tracked by Wall St. Rank held Walt Disney as of Q2 2020.

Based on Benson Investment Management Company's 13F filing for Q2 2020, filed 5 Aug 2020.