Ledge Wealth Management’s Walt Disney DIS Stock Holding History

Ledge Wealth 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
2023 Q4	$2.27M	Buy	25,163 +1,418	+6%	+$125K	0.88%	35
2023 Q3	$1.92M	Buy	23,745 +4,388	+23%	+$375K	0.86%	37
2023 Q2	$1.73M	Sell	19,357 -2,295	-11%	-$217K	0.83%	35
2023 Q1	$2.17M	Buy	21,652 +2,476	+13%	+$250K	1.03%	31
2022 Q4	$1.67M	Buy	19,176 +3,519	+22%	+$337K	0.76%	40
2022 Q3	$1.48M	Sell	15,657 -1,721	-10%	-$184K	0.9%	34
2022 Q2	$1.64M	Buy	17,378 +6,239	+56%	+$692K	1.01%	33
2022 Q1	$1.53M	Buy	+11,139	New	+$1.61M	0.95%	32

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

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

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Ledge Wealth Management's DIS Position: Q4 2023 in Review

Ledge Wealth Management increased its Walt Disney (DIS) stake by 6% in Q4 2023, buying an estimated $125K and bringing the position to 25,163 shares worth $2.27M. The position accounts for 0.88% of the portfolio, ranked #35.

Ledge Wealth Management first reported a position in DIS in Q1 2022 and has held it in 8 quarters since. 2,999 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

Ledge Wealth Management held 25,163 shares of Walt Disney worth $2.27M as of Q4 2023.
Ledge Wealth Management bought 1,418 Walt Disney shares in Q4 2023, an estimated $125K.
Walt Disney made up 0.88% of Ledge Wealth Management's portfolio in Q4 2023, its #35 holding.
Ledge Wealth Management first reported a position in Walt Disney in Q1 2022 and has held it in 8 quarters since.
2,999 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.