JOYN Advisors’s Walt Disney DIS Stock Holding History

JOYN 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
2020 Q1	$553K	Buy	5,725 +1,258	+28%	+$159K	0.18%	43
2019 Q4	$646K	Sell	4,467 -105	-2%	-$14.7K	0.14%	42
2019 Q3	$596K	Sell	4,572 -3,092	-40%	-$428K	0.13%	42
2019 Q2	$1.06M	Buy	7,664 +3,278	+75%	+$435K	0.24%	30
2019 Q1	$487K	Sell	4,386 -3,004	-41%	-$336K	0.11%	47
2018 Q4	$810K	Buy	7,390 +567	+8%	+$64.5K	0.18%	37
2018 Q3	$798K	Buy	6,823 +443	+7%	+$49.3K	0.15%	36
2018 Q2	$669K	Buy	6,380 +5,064	+385%	+$518K	0.14%	43
2018 Q1	$132K	Sell	1,316 -1,371	-51%	-$146K	0.03%	185
2017 Q4	$289K	Buy	+2,687	New	+$277K	0.06%	126

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's DIS Position: Q1 2020 in Review

JOYN Advisors increased its Walt Disney (DIS) stake by 28% in Q1 2020, buying an estimated $159K and bringing the position to 5,725 shares worth $553K. The position accounts for 0.18% of the portfolio, ranked #43.

JOYN Advisors first reported a position in DIS in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2019. 2,678 funds tracked by Wall St. Rank hold DIS as of Q1 2020.

JOYN Advisors held 5,725 shares of Walt Disney worth $553K as of Q1 2020.
JOYN Advisors bought 1,258 Walt Disney shares in Q1 2020, an estimated $159K.
Walt Disney made up 0.18% of JOYN Advisors's portfolio in Q1 2020, its #43 holding.
JOYN Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's Walt Disney position peaked at $1.06M in Q2 2019.
2,678 funds tracked by Wall St. Rank held Walt Disney as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.