LFGH
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Lee Financial Group Hawaii’s Walt Disney DIS Stock Holding History

Lee Financial Group Hawaii’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
2020
Q2 		– Sell
-23,052
Closed -$2.23M – 40
2020
Q1 		$2.23M Sell
23,052
-706
-3% -$89.3K 2.55% 13
2019
Q4 		$3.44M Sell
23,758
-1,041
-4% -$145K 2.71% 15
2019
Q3 		$3.23M Sell
24,799
-414
-2% -$57.2K 2.88% 13
2019
Q2 		$3.52M Sell
25,213
-644
-2% -$85.4K 3.01% 15
2019
Q1 		$2.87M Buy
25,857
+603
+2% +$67.4K 2.67% 11
2018
Q4 		$2.77M Buy
25,254
+225
+0.9% +$25.6K 2.97% 10
2018
Q3 		$2.93M Buy
25,029
+959
+4% +$107K 2.6% 13
2018
Q2 		$2.52M Buy
24,070
+857
+4% +$87.6K 2.34% 17
2018
Q1 		$2.33M Buy
23,213
+514
+2% +$54.6K 2.25% 18
2017
Q4 		$2.44M Buy
+22,699
New +$2.34M 2.27% 19

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return