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Empire Financial Management Company’s Walt Disney DIS Stock Holding History

Empire Financial Management Company’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
2023
Q3 		– Sell
-3,370
Closed -$301K – 191
2023
Q2 		$301K Sell
3,370
-10,106
-75% -$957K 0.12% 164
2023
Q1 		$1.35M Buy
+13,476
New +$1.36M 0.55% 57

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Bank of Montreal
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Empire Financial Management Company's DIS Position: Q3 2023 in Review

Empire Financial Management Company sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 3,370 shares — an estimated $301K sold.

Empire Financial Management Company first reported a position in DIS in Q1 2023 and held it in 2 quarters. The position peaked at $1.35M in Q1 2023. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Empire Financial Management Company reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 3,370 Walt Disney shares in Q3 2023, an estimated $301K.
  • Empire Financial Management Company first reported a position in Walt Disney in Q1 2023 and held it in 2 quarters.
  • Empire Financial Management Company's Walt Disney position peaked at $1.35M in Q1 2023.
  • 2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Empire Financial Management Company's 13F filing for Q3 2023, filed 13 Nov 2023.