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Kopp Investment Advisors’s Walt Disney DIS Stock Holding History

Kopp Investment 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
2019
Q3 		$207K Sell
1,590
-135
-8% -$18.7K 0.38% 45
2019
Q2 		$241K Sell
1,725
-871
-34% -$116K 0.27% 45
2019
Q1 		$288K Buy
+2,596
New +$290K 0.23% 49

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kopp Investment Advisors's DIS Position: Q3 2019 in Review

Kopp Investment Advisors reduced its Walt Disney (DIS) stake by 7.8% in Q3 2019, selling an estimated $18.7K and leaving 1,590 shares worth $207K. The position accounts for 0.38% of the portfolio, ranked #45.

Kopp Investment Advisors first reported a position in DIS in Q1 2019 and has held it in 3 quarters since. The position peaked at $288K in Q1 2019. 2,550 funds tracked by Wall St. Rank hold DIS as of Q3 2019.

  • Kopp Investment Advisors held 1,590 shares of Walt Disney worth $207K as of Q3 2019.
  • Kopp Investment Advisors sold 135 Walt Disney shares in Q3 2019, an estimated $18.7K.
  • Walt Disney made up 0.38% of Kopp Investment Advisors's portfolio in Q3 2019, its #45 holding.
  • Kopp Investment Advisors first reported a position in Walt Disney in Q1 2019 and has held it in 3 quarters since.
  • Kopp Investment Advisors's Walt Disney position peaked at $288K in Q1 2019.
  • 2,550 funds tracked by Wall St. Rank held Walt Disney as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.