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Iron Gate Global Advisors’s Walt Disney DIS Stock Holding History

Iron Gate Global Advisors’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
Q2 		– Sell
-5,668
Closed -$690K – 101
2024
Q1 		$690K Sell
5,668
-93,080
-94% -$9.72M 0.12% 49
2023
Q4 		$8.92M Buy
98,748
+10,513
+12% +$927K 1.76% 16
2023
Q3 		$7.07M Buy
88,235
+1,204
+1% +$103K 1.59% 16
2023
Q2 		$7.77M Buy
87,031
+1,817
+2% +$172K 1.68% 16
2023
Q1 		$8.54M Buy
85,214
+13,092
+18% +$1.32M 2.1% 15
2022
Q4 		$6.34M Sell
72,122
-3,182
-4% -$304K 1.73% 16
2022
Q3 		$7.13M Buy
75,304
+3,077
+4% +$329K 2% 16
2022
Q2 		$6.81M Buy
72,227
+526
+0.7% +$58.4K 1.88% 15
2022
Q1 		$9.78M Sell
71,701
-18,444
-20% -$2.67M 2.23% 15
2021
Q4 		$14M Buy
90,145
+3,162
+4% +$511K 3.3% 10
2021
Q3 		$14.8M Buy
86,983
+4,141
+5% +$738K 4% 10
2021
Q2 		$14.6M Buy
82,842
+3,197
+4% +$575K 4.09% 9
2021
Q1 		$14.7M Sell
79,645
-9,816
-11% -$1.81M 4.69% 9
2020
Q4 		$16.2M Sell
89,461
-296
-0.3% -$42.5K 5.98% 5
2020
Q3 		$11.1M Buy
89,757
+2,301
+3% +$288K 4.7% 8
2020
Q2 		$9.91M Sell
87,456
-4,622
-5% -$510K 4.81% 8
2020
Q1 		$8.9M Buy
92,078
+14,461
+19% +$1.83M 6.04% 7
2019
Q4 		$11.2M Sell
77,617
-6,595
-8% -$921K 6.41% 7
2019
Q3 		$11M Sell
84,212
-1,031
-1% -$143K 6.65% 5
2019
Q2 		$11.5M Buy
85,243
+1,158
+1% +$154K 7.65% 4
2019
Q1 		$9.34M Buy
84,085
+695
+0.8% +$77.7K 3.74% 8
2018
Q4 		$9.14M Buy
83,390
+3,563
+4% +$405K 6.78% 5
2018
Q3 		$9.34M Buy
79,827
+12,798
+19% +$1.42M 6.08% 5
2018
Q2 		$7.03M Buy
67,029
+3,524
+6% +$360K 5.15% 7
2018
Q1 		$6.38M Buy
63,505
+10,814
+21% +$1.15M 4.84% 8
2017
Q4 		$5.67M Sell
52,691
-994
-2% -$102K 4.8% 9
2017
Q3 		$5.29M Buy
53,685
+24,646
+85% +$2.54M 4.94% 6
2017
Q2 		$3.08M Buy
+29,039
New +$3.18M 3.41% 8

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iron Gate Global Advisors's DIS Position: Q2 2024 in Review

Iron Gate Global Advisors sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 5,668 shares — an estimated $690K sold.

Iron Gate Global Advisors first reported a position in DIS in Q2 2017 and held it in 28 quarters. The position peaked at $16.2M in Q4 2020. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Iron Gate Global Advisors reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Iron Gate Global Advisors sold 5,668 Walt Disney shares in Q2 2024, an estimated $690K.
  • Iron Gate Global Advisors first reported a position in Walt Disney in Q2 2017 and held it in 28 quarters.
  • Iron Gate Global Advisors's Walt Disney position peaked at $16.2M in Q4 2020.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Iron Gate Global Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.