Coyle Financial Counsel’s Walt Disney DIS Stock Holding History

Coyle Financial Counsel’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	-3,553	Closed	-$321K	–	77
2023 Q4	$321K	Hold	3,553	–	–	0.12%	53
2023 Q3	$288K	Hold	3,553	–	–	0.12%	52
2023 Q2	$317K	Hold	3,553	–	–	0.14%	52
2023 Q1	$356K	Hold	3,553	–	–	0.16%	49
2022 Q4	$309K	Sell	3,553 -145	-4%	-$13.9K	0.15%	51
2022 Q3	$349K	Buy	3,698 +208	+6%	+$22.3K	0.23%	45
2022 Q2	$329K	Buy	3,490 +756	+28%	+$83.9K	0.18%	49
2022 Q1	$375K	Buy	2,734 +128	+5%	+$18.5K	0.2%	51
2021 Q4	$404K	Buy	2,606 +417	+19%	+$67.3K	0.24%	52
2021 Q3	$370K	Buy	+2,189	New	+$390K	0.22%	52
2018 Q3	–	Sell	-101	Closed	-$11K	–	104
2018 Q2	$11K	Buy	+101	New	+$10.3K	0.01%	103

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

Coyle Financial Counsel's DIS Position: Q1 2024 in Review

Coyle Financial Counsel sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 3,553 shares — an estimated $321K sold.

Coyle Financial Counsel first reported a position in DIS in Q2 2018 and held it in 11 quarters. The position peaked at $404K in Q4 2021. 3,168 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

Coyle Financial Counsel reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
Coyle Financial Counsel sold 3,553 Walt Disney shares in Q1 2024, an estimated $321K.
Coyle Financial Counsel first reported a position in Walt Disney in Q2 2018 and held it in 11 quarters.
Coyle Financial Counsel's Walt Disney position peaked at $404K in Q4 2021.
3,168 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Coyle Financial Counsel's 13F filing for Q1 2024, filed 15 May 2024.