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Biegel & Waller’s Walt Disney DIS Stock Holding History

Biegel & Waller’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
2019
Q3 		$534K Buy
4,098
+346
+9% +$47.8K 0.3% 35
2019
Q2 		$524K Buy
3,752
+112
+3% +$14.9K 0.27% 41
2019
Q1 		$404K Sell
3,640
-36
-1% -$4.02K 0.21% 47
2018
Q4 		$403K Sell
3,676
-220
-6% -$25K 0.24% 44
2018
Q3 		$456K Buy
3,896
+1,871
+92% +$208K 0.26% 38
2018
Q2 		$212K Buy
+2,025
New +$207K 0.13% 64

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

Biegel & Waller's DIS Position: Q3 2019 in Review

Biegel & Waller increased its Walt Disney (DIS) stake by 9.2% in Q3 2019, buying an estimated $47.8K and bringing the position to 4,098 shares worth $534K. The position accounts for 0.3% of the portfolio, ranked #35.

Biegel & Waller first reported a position in DIS in Q2 2018 and has held it in 6 quarters since. 2,553 funds tracked by Wall St. Rank hold DIS as of Q3 2019.

  • Biegel & Waller held 4,098 shares of Walt Disney worth $534K as of Q3 2019.
  • Biegel & Waller bought 346 Walt Disney shares in Q3 2019, an estimated $47.8K.
  • Walt Disney made up 0.3% of Biegel & Waller's portfolio in Q3 2019, its #35 holding.
  • Biegel & Waller first reported a position in Walt Disney in Q2 2018 and has held it in 6 quarters since.
  • 2,553 funds tracked by Wall St. Rank held Walt Disney as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.