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Cannon Financial Strategists’s Walt Disney DIS Stock Holding History

Cannon Financial Strategists’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
Q3 		– Sell
-4,023
Closed -$399K – 100
2024
Q2 		$399K Buy
4,023
+36
+0.9% +$3.88K 0.08% 64
2024
Q1 		$488K Hold
3,987
– – 0.1% 59
2023
Q4 		$360K Sell
3,987
-300
-7% -$26.4K 0.08% 64
2023
Q3 		$347K Buy
4,287
+55
+1% +$4.7K 0.09% 63
2023
Q2 		$378K Hold
4,232
– – 0.1% 65
2023
Q1 		$424K Sell
4,232
-255
-6% -$25.7K 0.14% 48
2022
Q4 		$390K Buy
4,487
+24
+0.5% +$2.3K 0.14% 51
2022
Q3 		$421K Sell
4,463
-279
-6% -$29.9K 0.17% 45
2022
Q2 		$448K Buy
4,742
+48
+1% +$5.33K 0.17% 50
2022
Q1 		$644K Hold
4,694
– – 0.23% 34
2021
Q4 		$727K Sell
4,694
-257
-5% -$41.5K 0.26% 33
2021
Q3 		$838K Buy
4,951
+3,251
+191% +$579K 0.32% 30
2021
Q2 		$299K Hold
1,700
– – 0.12% 50
2021
Q1 		$314K Hold
1,700
– – 0.13% 46
2020
Q4 		$308K Sell
1,700
-41
-2% -$5.88K 0.15% 47
2020
Q3 		$216K Buy
+1,741
New +$218K 0.12% 54
2020
Q2 		– Sell
-2,090
Closed -$202K – 54
2020
Q1 		$202K Buy
2,090
+12
+0.6% +$1.52K 0.15% 46
2019
Q4 		$301K Hold
2,078
– – 0.2% 43
2019
Q3 		$271K Buy
+2,078
New +$287K 0.21% 43

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Cannon Financial Strategists's DIS Position: Q3 2024 in Review

Cannon Financial Strategists sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 4,023 shares — an estimated $399K sold.

Cannon Financial Strategists first reported a position in DIS in Q3 2019 and held it in 19 quarters. The position peaked at $838K in Q3 2021. 2,931 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • Cannon Financial Strategists reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
  • Cannon Financial Strategists sold 4,023 Walt Disney shares in Q3 2024, an estimated $399K.
  • Cannon Financial Strategists first reported a position in Walt Disney in Q3 2019 and held it in 19 quarters.
  • Cannon Financial Strategists's Walt Disney position peaked at $838K in Q3 2021.
  • 2,931 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Cannon Financial Strategists's 13F filing for Q3 2024, filed 18 Oct 2024.