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Buffington Mohr McNeal’s Walt Disney DIS Stock Holding History

Buffington Mohr McNeal’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
2024
Q1 		– Sell
-3,920
Closed -$354K – 132
2023
Q4 		$354K Sell
3,920
-4,664
-54% -$411K 0.07% 100
2023
Q3 		$696K Sell
8,584
-1,644
-16% -$140K 0.16% 78
2023
Q2 		$913K Sell
10,228
-999
-9% -$94.6K 0.2% 71
2023
Q1 		$1.12M Sell
11,227
-359
-3% -$36.2K 0.26% 62
2022
Q4 		$1.01M Sell
11,586
-453
-4% -$43.3K 0.23% 70
2022
Q3 		$1.14M Buy
12,039
+103
+0.9% +$11K 0.27% 60
2022
Q2 		$1.13M Sell
11,936
-581
-5% -$64.5K 0.25% 69
2022
Q1 		$1.72M Buy
12,517
+1,151
+10% +$166K 0.33% 52
2021
Q4 		$1.76M Buy
11,366
+464
+4% +$74.9K 0.3% 57
2021
Q3 		$1.84M Buy
10,902
+620
+6% +$111K 0.35% 52
2021
Q2 		$1.81M Sell
10,282
-485
-5% -$87.2K 0.35% 50
2021
Q1 		$1.99M Sell
10,767
-150
-1% -$27.7K 0.43% 47
2020
Q4 		$1.98M Sell
10,917
-9
-0.1% -$1.29K 0.46% 44
2020
Q3 		$1.36M Sell
10,926
-300
-3% -$37.5K 0.36% 49
2020
Q2 		$1.25M Buy
11,226
+209
+2% +$23.1K 0.35% 55
2020
Q1 		$1.06M Buy
11,017
+3,331
+43% +$421K 0.35% 55
2019
Q4 		$1.11M Buy
7,686
+290
+4% +$40.5K 0.31% 55
2019
Q3 		$964K Buy
7,396
+574
+8% +$79.4K 0.3% 57
2019
Q2 		$953K Buy
6,822
+635
+10% +$84.2K 0.3% 60
2019
Q1 		$687K Buy
6,187
+182
+3% +$20.3K 0.22% 78
2018
Q4 		$658K Buy
6,005
+2,517
+72% +$286K 0.26% 76
2018
Q3 		$408K Buy
3,488
+388
+13% +$43.2K 0.14% 99
2018
Q2 		$325K Buy
3,100
+275
+10% +$28.1K 0.12% 110
2018
Q1 		$284K Buy
+2,825
New +$300K 0.11% 113
2016
Q1 		– Sell
-1,120
Closed -$118K – 172
2015
Q4 		$118K Buy
+1,120
New +$125K 0.06% 131

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buffington Mohr McNeal's DIS Position: Q1 2024 in Review

Buffington Mohr McNeal sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 3,920 shares — an estimated $354K sold.

Buffington Mohr McNeal first reported a position in DIS in Q4 2015 and held it in 25 quarters. The position peaked at $1.99M in Q1 2021. 3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Buffington Mohr McNeal reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
  • Buffington Mohr McNeal sold 3,920 Walt Disney shares in Q1 2024, an estimated $354K.
  • Buffington Mohr McNeal first reported a position in Walt Disney in Q4 2015 and held it in 25 quarters.
  • Buffington Mohr McNeal's Walt Disney position peaked at $1.99M in Q1 2021.
  • 3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Buffington Mohr McNeal's 13F filing for Q1 2024, filed 18 Apr 2024.