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Julex Capital Management’s Walt Disney DIS Stock Holding History

Julex Capital Management’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
2019
Q2 		– Sell
-69
Closed -$7.66K – 159
2019
Q1 		$7.66K Buy
69
+23
+50% +$2.57K 0.01% 42
2018
Q4 		$5K Buy
+46
New +$5.23K ﹤0.01% 39

Other funds holding DIS

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Julex Capital Management's DIS Position: Q2 2019 in Review

Julex Capital Management sold out of Walt Disney (DIS) in Q2 2019, closing a stake of 69 shares — an estimated $7.66K sold.

Julex Capital Management first reported a position in DIS in Q4 2018 and held it in 2 quarters. The position peaked at $7.66K in Q1 2019. 2,551 funds tracked by Wall St. Rank hold DIS as of Q2 2019.

  • Julex Capital Management reported no remaining Walt Disney position as of Q2 2019 after selling out during the quarter.
  • Julex Capital Management sold 69 Walt Disney shares in Q2 2019, an estimated $7.66K.
  • Julex Capital Management first reported a position in Walt Disney in Q4 2018 and held it in 2 quarters.
  • Julex Capital Management's Walt Disney position peaked at $7.66K in Q1 2019.
  • 2,551 funds tracked by Wall St. Rank held Walt Disney as of Q2 2019.

Based on Julex Capital Management's 13F filing for Q2 2019, filed 29 Oct 2019.