FEG
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Financial Enhancement Group’s Walt Disney DIS Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-1,150
Closed -$108K – 166
2022
Q3 		$108K Buy
1,150
+959
+502% +$103K 0.03% 114
2022
Q2 		$18K Hold
191
– – ﹤0.01% 165
2022
Q1 		$26K Sell
191
-37
-16% -$5.35K ﹤0.01% 156
2021
Q4 		$35K Sell
228
-14
-6% -$2.26K 0.01% 152
2021
Q3 		$41K Buy
242
+4
+2% +$713 0.01% 144
2021
Q2 		$42K Buy
238
+172
+261% +$30.9K 0.01% 134
2021
Q1 		$12K Sell
66
-18
-21% -$3.32K ﹤0.01% 172
2020
Q4 		$15K Buy
84
+68
+425% +$9.76K ﹤0.01% 187
2020
Q3 		$2K Buy
+16
New +$2K ﹤0.01% 212

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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

Financial Enhancement Group's DIS Position: Q4 2022 in Review

Financial Enhancement Group sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 1,150 shares — an estimated $108K sold.

Financial Enhancement Group first reported a position in DIS in Q3 2020 and held it in 9 quarters. The position peaked at $108K in Q3 2022. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Financial Enhancement Group reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 1,150 Walt Disney shares in Q4 2022, an estimated $108K.
  • Financial Enhancement Group first reported a position in Walt Disney in Q3 2020 and held it in 9 quarters.
  • Financial Enhancement Group's Walt Disney position peaked at $108K in Q3 2022.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.