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Coury Firm Asset Management’s Walt Disney DIS Stock Holding History

Coury Firm Asset Management’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
2022
Q2 		– Sell
-1,519
Closed -$208K – 49
2022
Q1 		$208K Buy
1,519
+47
+3% +$6.79K 0.18% 62
2021
Q4 		$228K Buy
+1,472
New +$238K 0.17% 55

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coury Firm Asset Management's DIS Position: Q2 2022 in Review

Coury Firm Asset Management sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,519 shares — an estimated $208K sold.

Coury Firm Asset Management first reported a position in DIS in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Coury Firm Asset Management reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Coury Firm Asset Management sold 1,519 Walt Disney shares in Q2 2022, an estimated $208K.
  • Coury Firm Asset Management first reported a position in Walt Disney in Q4 2021 and held it in 2 quarters.
  • Coury Firm Asset Management's Walt Disney position peaked at $228K in Q4 2021.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Coury Firm Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.