Coulter & Justus Financial Services’s Walt Disney DIS Stock Holding History

Coulter & Justus Financial Services’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	$9.09M	Buy	+74,312	New	+$7.76M	2.02%	22

Other funds holding DIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coulter & Justus Financial Services's DIS Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Walt Disney (DIS) in Q1 2024: 74,312 shares worth $9.09M. The stake represents 2.02% of the portfolio and ranks #22 among its holdings.

3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

Coulter & Justus Financial Services held 74,312 shares of Walt Disney worth $9.09M as of Q1 2024.
Walt Disney was a new Coulter & Justus Financial Services position in Q1 2024.
Walt Disney made up 2.02% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #22 holding.
3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.