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Braun-Bostich & Associates’s Walt Disney DIS Stock Holding History

Braun-Bostich & Associates’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
Q4 		– Sell
-916
Closed -$114K – 101
2020
Q3 		$114K Sell
916
-307
-25% -$38.4K 0.11% 115
2020
Q2 		$136K Hold
1,223
– – 0.13% 88
2020
Q1 		$116K Hold
1,223
– – 0.15% 95
2019
Q4 		$181K Sell
1,223
-572
-32% -$79.8K 0.18% 87
2019
Q3 		$234K Buy
1,795
+125
+7% +$17.3K 0.27% 78
2019
Q2 		$233K Sell
1,670
-94
-5% -$12.5K 0.24% 89
2019
Q1 		$196K Sell
1,764
-168
-9% -$18.8K 0.2% 100
2018
Q4 		$212K Sell
1,932
-4,893
-72% -$556K 0.22% 96
2018
Q3 		$798K Sell
6,825
-88
-1% -$9.79K 0.77% 35
2018
Q2 		$725K Sell
6,913
-382
-5% -$39.1K 0.73% 38
2018
Q1 		$733K Sell
7,295
-971
-12% -$103K 0.63% 41
2017
Q4 		$889K Buy
+8,266
New +$852K 0.75% 33

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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Braun-Bostich & Associates's DIS Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Walt Disney (DIS) in Q4 2020, closing a stake of 916 shares — an estimated $114K sold.

Braun-Bostich & Associates first reported a position in DIS in Q4 2017 and held it in 12 quarters. The position peaked at $889K in Q4 2017. 3,110 funds tracked by Wall St. Rank hold DIS as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining Walt Disney position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 916 Walt Disney shares in Q4 2020, an estimated $114K.
  • Braun-Bostich & Associates first reported a position in Walt Disney in Q4 2017 and held it in 12 quarters.
  • Braun-Bostich & Associates's Walt Disney position peaked at $889K in Q4 2017.
  • 3,110 funds tracked by Wall St. Rank held Walt Disney as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.