DWM
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Doyle Wealth Management’s Walt Disney DIS Stock Holding History

Doyle Wealth 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
Q3 		$5.73M Sell
60,770
-3,012
-5% -$322K 0.49% 58
2022
Q2 		$6.02M Sell
63,782
-12,617
-17% -$1.4M 0.49% 61
2022
Q1 		$10.5M Buy
76,399
+2,185
+3% +$316K 0.76% 49
2021
Q4 		$11.5M Buy
74,214
+796
+1% +$129K 0.82% 45
2021
Q3 		$12.4M Buy
73,418
+663
+0.9% +$118K 0.99% 38
2021
Q2 		$12.8M Buy
72,755
+1,553
+2% +$279K 1.06% 36
2021
Q1 		$13.1M Sell
71,202
-42,155
-37% -$7.77M 1.26% 32
2020
Q4 		$20.5M Sell
113,357
-8,104
-7% -$1.16M 2.09% 13
2020
Q3 		$15.1M Buy
121,461
+1,760
+1% +$220K 1.75% 19
2020
Q2 		$13.3M Buy
119,701
+4,437
+4% +$490K 1.76% 21
2020
Q1 		$11.1M Buy
115,264
+6,461
+6% +$817K 1.77% 22
2019
Q4 		$15.7M Buy
108,803
+9,586
+10% +$1.34M 1.97% 17
2019
Q3 		$12.9M Buy
99,217
+4,171
+4% +$577K 1.79% 22
2019
Q2 		$13.3M Buy
95,046
+15,427
+19% +$2.05M 1.83% 19
2019
Q1 		$10.7M Buy
79,619
+73,272
+1,154% +$8.19M 1.55% 29
2018
Q4 		$696K Buy
6,347
+2,126
+50% +$242K 0.12% 79
2018
Q3 		$494K Sell
4,221
-187
-4% -$20.8K 0.08% 109
2018
Q2 		$462K Buy
4,408
+1,153
+35% +$118K 0.08% 117
2018
Q1 		$327K Buy
3,255
+388
+14% +$41.2K 0.06% 126
2017
Q4 		$308K Buy
+2,867
New +$295K 0.05% 131
2017
Q3 		– Sell
-2,069
Closed -$220K – 153
2017
Q2 		$220K Buy
2,069
+65
+3% +$7.12K 0.04% 132
2017
Q1 		$227K Buy
+2,004
New +$221K 0.05% 123

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
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

Doyle Wealth Management's DIS Position: Q3 2022 in Review

Doyle Wealth Management reduced its Walt Disney (DIS) stake by 4.7% in Q3 2022, selling an estimated $322K and leaving 60,770 shares worth $5.73M. The position accounts for 0.49% of the portfolio, ranked #58.

Doyle Wealth Management first reported a position in DIS in Q1 2017 and has held it in 22 quarters since. The position peaked at $20.5M in Q4 2020. 3,000 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

  • Doyle Wealth Management held 60,770 shares of Walt Disney worth $5.73M as of Q3 2022.
  • Doyle Wealth Management sold 3,012 Walt Disney shares in Q3 2022, an estimated $322K.
  • Walt Disney made up 0.49% of Doyle Wealth Management's portfolio in Q3 2022, its #58 holding.
  • Doyle Wealth Management first reported a position in Walt Disney in Q1 2017 and has held it in 22 quarters since.
  • Doyle Wealth Management's Walt Disney position peaked at $20.5M in Q4 2020.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.