EWF
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Epstein & White Financial’s Walt Disney DIS Stock Holding History

Epstein & White Financial’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
2021
Q2 		– Sell
-1,128
Closed -$208K – 95
2021
Q1 		$208K Buy
1,128
+23
+2% +$4.24K 0.06% 82
2020
Q4 		$200K Buy
+1,105
New +$159K 0.06% 80

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Epstein & White Financial's DIS Position: Q2 2021 in Review

Epstein & White Financial sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 1,128 shares — an estimated $208K sold.

Epstein & White Financial first reported a position in DIS in Q4 2020 and held it in 2 quarters. The position peaked at $208K in Q1 2021. 3,103 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Epstein & White Financial reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
  • Epstein & White Financial sold 1,128 Walt Disney shares in Q2 2021, an estimated $208K.
  • Epstein & White Financial first reported a position in Walt Disney in Q4 2020 and held it in 2 quarters.
  • Epstein & White Financial's Walt Disney position peaked at $208K in Q1 2021.
  • 3,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.