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GYL Financial Synergies’s Walt Disney DIS Stock Holding History

GYL Financial Synergies’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
Q3 		$1.53M Buy
15,858
+242
+2% +$22.3K 0.11% 155
2024
Q2 		$1.55M Sell
15,616
-215
-1% -$23.1K 0.12% 151
2024
Q1 		$1.94M Sell
15,831
-40
-0.3% -$4.18K 0.15% 126
2023
Q4 		$1.43M Buy
15,871
+162
+1% +$14.3K 0.12% 152
2023
Q3 		$1.27M Sell
15,709
-321
-2% -$27.4K 0.12% 153
2023
Q2 		$1.43M Sell
16,030
-13
-0.1% -$1.23K 0.13% 141
2023
Q1 		$1.61M Buy
16,043
+4,554
+40% +$459K 0.19% 95
2022
Q4 		$998K Buy
11,489
+5,791
+102% +$554K 0.22% 73
2022
Q3 		$537K Sell
5,698
-297
-5% -$31.8K 0.15% 97
2022
Q2 		$566K Buy
5,995
+1,085
+22% +$120K 0.15% 91
2022
Q1 		$673K Sell
4,910
-360
-7% -$52K 0.16% 82
2021
Q4 		$816K Sell
5,270
-256
-5% -$41.3K 0.22% 73
2021
Q3 		$935K Buy
5,526
+414
+8% +$73.8K 0.48% 46
2021
Q2 		$899K Buy
5,112
+27
+0.5% +$4.86K 0.46% 50
2021
Q1 		$938K Buy
5,085
+28
+0.6% +$5.16K 0.52% 41
2020
Q4 		$916K Sell
5,057
-69
-1% -$9.9K 0.53% 38
2020
Q3 		$636K Buy
5,126
+299
+6% +$37.4K 0.42% 58
2020
Q2 		$538K Sell
4,827
-20
-0.4% -$2.21K 0.39% 65
2020
Q1 		$468K Sell
4,847
-320
-6% -$40.5K 0.3% 63
2019
Q4 		$747K Buy
5,167
+325
+7% +$45.4K 0.33% 54
2019
Q3 		$631K Buy
4,842
+197
+4% +$27.2K 0.31% 63
2019
Q2 		$649K Buy
4,645
+82
+2% +$10.9K 0.34% 56
2019
Q1 		$507K Buy
4,563
+1,399
+44% +$156K 0.28% 65
2018
Q4 		$347K Buy
+3,164
New +$360K 0.25% 76

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GYL Financial Synergies's DIS Position: Q3 2024 in Review

GYL Financial Synergies increased its Walt Disney (DIS) stake by 1.5% in Q3 2024, buying an estimated $22.3K and bringing the position to 15,858 shares worth $1.53M. The position accounts for 0.11% of the portfolio, ranked #155.

GYL Financial Synergies first reported a position in DIS in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.94M in Q1 2024. 2,936 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • GYL Financial Synergies held 15,858 shares of Walt Disney worth $1.53M as of Q3 2024.
  • GYL Financial Synergies bought 242 Walt Disney shares in Q3 2024, an estimated $22.3K.
  • Walt Disney made up 0.11% of GYL Financial Synergies's portfolio in Q3 2024, its #155 holding.
  • GYL Financial Synergies first reported a position in Walt Disney in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Walt Disney position peaked at $1.94M in Q1 2024.
  • 2,936 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.