Legacy CG’s Walt Disney DIS Stock Holding History

Legacy CG’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 Q3	–	Sell	-50	Closed	-$5K	–	63
2022 Q2	$5K	Buy	+50	New	+$5.55K	﹤0.01%	112

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy CG's DIS Position: Q3 2022 in Review

Legacy CG sold out of Walt Disney (DIS) in Q3 2022, closing a stake of 50 shares — an estimated $5K sold.

Legacy CG first reported a position in DIS in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 2,999 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

Legacy CG reported no remaining Walt Disney position as of Q3 2022 after selling out during the quarter.
Legacy CG sold 50 Walt Disney shares in Q3 2022, an estimated $5K.
Legacy CG first reported a position in Walt Disney in Q2 2022 and held it in 1 quarter.
Legacy CG's Walt Disney position peaked at $5K in Q2 2022.
2,999 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.