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
2018 Q4	–	Sell	-64	Closed	-$7K	–	116
2018 Q3	$7K	Buy	+64	New	+$7.12K	﹤0.01%	175

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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.