Coombe, Bender & Co’s Walt Disney DIS Stock Holding History

Coombe, Bender & Co’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 Q2	$182K	Sell	1,834 -123	-6%	-$13.2K	0.11%	73
2024 Q1	$240K	Buy	1,957 +69	+4%	+$7.21K	0.15%	65
2023 Q4	$171K	Buy	+1,888	New	+$166K	0.11%	78
2023 Q3	–	Sell	-1,903	Closed	-$170K	–	69
2023 Q2	$170K	Sell	1,903 -26	-1%	-$2.46K	0.12%	70
2023 Q1	$193K	Buy	1,929 +57	+3%	+$5.75K	0.15%	70
2022 Q4	$163K	Buy	+1,872	New	+$179K	0.15%	67

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coombe, Bender & Co's DIS Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Walt Disney (DIS) stake by 6.3% in Q2 2024, selling an estimated $13.2K and leaving 1,834 shares worth $182K. The position accounts for 0.11% of the portfolio, ranked #73.

Coombe, Bender & Co first reported a position in DIS in Q4 2022 and has held it in 6 quarters since. The position peaked at $240K in Q1 2024. 3,030 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Coombe, Bender & Co held 1,834 shares of Walt Disney worth $182K as of Q2 2024.
Coombe, Bender & Co sold 123 Walt Disney shares in Q2 2024, an estimated $13.2K.
Walt Disney made up 0.11% of Coombe, Bender & Co's portfolio in Q2 2024, its #73 holding.
Coombe, Bender & Co first reported a position in Walt Disney in Q4 2022 and has held it in 6 quarters since.
Coombe, Bender & Co's Walt Disney position peaked at $240K in Q1 2024.
3,030 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.