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Lee Capital Holdings’s Walt Disney DIS Stock Holding History

Lee Capital Holdings’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
2022
Q2 		– Sell
-5,500
Closed -$754K – 59
2022
Q1 		$754K Buy
5,500
+1,150
+26% +$166K 0.42% 49
2021
Q4 		$674K Buy
+4,350
New +$703K 0.35% 56
2018
Q4 		– Sell
-10,500
Closed -$1.23M – 45
2018
Q3 		$1.23M Buy
+10,500
New +$1.17M 0.88% 41

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee Capital Holdings's DIS Position: Q2 2022 in Review

Lee Capital Holdings sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 5,500 shares — an estimated $754K sold.

Lee Capital Holdings first reported a position in DIS in Q3 2018 and held it in 3 quarters. The position peaked at $1.23M in Q3 2018. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Lee Capital Holdings reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Lee Capital Holdings sold 5,500 Walt Disney shares in Q2 2022, an estimated $754K.
  • Lee Capital Holdings first reported a position in Walt Disney in Q3 2018 and held it in 3 quarters.
  • Lee Capital Holdings's Walt Disney position peaked at $1.23M in Q3 2018.
  • 3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Lee Capital Holdings's 13F filing for Q2 2022, filed 12 Aug 2022.