Kowal Investment Group’s Walt Disney DIS Stock Holding History

Kowal Investment Group’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	-2,099	Closed	-$257K	–	183
2024 Q1	$257K	Buy	+2,099	New	+$219K	0.06%	151
2023 Q4	–	Sell	-2,474	Closed	-$201K	–	166
2023 Q3	$201K	Sell	2,474 -144	-6%	-$12.3K	0.05%	150
2023 Q2	$234K	Sell	2,618 -11	-0.4%	-$1.04K	0.06%	145
2023 Q1	$263K	Sell	2,629 -13	-0.5%	-$1.31K	0.07%	130
2022 Q4	$230K	Sell	2,642 -781	-23%	-$74.7K	0.07%	140
2022 Q3	$323K	Buy	3,423 +335	+11%	+$35.9K	0.11%	98
2022 Q2	$292K	Sell	3,088 -135	-4%	-$15K	0.1%	108
2022 Q1	$442K	Sell	3,223 -63	-2%	-$9.11K	0.13%	67
2021 Q4	$509K	Buy	3,286 +144	+5%	+$23.3K	0.15%	55
2021 Q3	$532K	Buy	3,142 +655	+26%	+$117K	0.17%	45
2021 Q2	$437K	Buy	2,487 +233	+10%	+$41.9K	0.16%	58
2021 Q1	$416K	Sell	2,254 -23	-1%	-$4.24K	0.17%	52
2020 Q4	$401K	Buy	+2,277	New	+$327K	0.19%	51

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

Kowal Investment Group's DIS Position: Q2 2024 in Review

Kowal Investment Group sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 2,099 shares — an estimated $257K sold.

Kowal Investment Group first reported a position in DIS in Q4 2020 and held it in 13 quarters. The position peaked at $532K in Q3 2021. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Kowal Investment Group reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Kowal Investment Group sold 2,099 Walt Disney shares in Q2 2024, an estimated $257K.
Kowal Investment Group first reported a position in Walt Disney in Q4 2020 and held it in 13 quarters.
Kowal Investment Group's Walt Disney position peaked at $532K in Q3 2021.
3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Kowal Investment Group's 13F filing for Q2 2024, filed 13 Aug 2024.