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Lehman Financial Resources’s Walt Disney DIS Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$539K Buy
4,610
+1,075
+30% +$120K 0.25% 54
2018
Q2 		$370K Buy
3,535
+400
+13% +$40.9K 0.19% 55
2018
Q1 		$314K Buy
3,135
+100
+3% +$10.6K 0.16% 59
2017
Q4 		$326K Buy
3,035
+75
+3% +$7.73K 0.17% 56
2017
Q3 		$291K Buy
2,960
+300
+11% +$30.9K 0.15% 54
2017
Q2 		$281K Hold
2,660
– – 0.16% 52
2017
Q1 		$301K Buy
2,660
+605
+29% +$66.6K 0.17% 48
2016
Q4 		$214K Buy
+2,055
New +$200K 0.12% 54
2016
Q3 		– Sell
-2,054
Closed -$200K – 60
2016
Q2 		$200K Buy
+2,054
New +$205K 0.1% 56
2015
Q4 		– Sell
-1,770
Closed -$180K – 131
2015
Q3 		$180K Sell
1,770
-10
-0.6% -$1.09K 0.09% 58
2015
Q2 		$203K Hold
1,780
– – 0.1% 55
2015
Q1 		$187K Sell
1,780
-100
-5% -$10.1K 0.09% 63
2014
Q4 		$177K Hold
1,880
– – 0.09% 65
2014
Q3 		$167K Hold
1,880
– – 0.09% 65
2014
Q2 		$161K Buy
1,880
+50
+3% +$4.08K 0.08% 66
2014
Q1 		$147K Hold
1,830
– – 0.08% 69
2013
Q4 		$140K Hold
1,830
– – 0.09% 67
2013
Q3 		$118K Hold
1,830
– – 0.08% 71
2013
Q2 		$116K Buy
+1,830
New +$116K 0.08% 63

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lehman Financial Resources's DIS Position: Q3 2018 in Review

Lehman Financial Resources increased its Walt Disney (DIS) stake by 30% in Q3 2018, buying an estimated $120K and bringing the position to 4,610 shares worth $539K. The position accounts for 0.25% of the portfolio, ranked #54.

Lehman Financial Resources first reported a position in DIS in Q2 2013 and has held it in 19 quarters since. 2,160 funds tracked by Wall St. Rank hold DIS as of Q3 2018.

  • Lehman Financial Resources held 4,610 shares of Walt Disney worth $539K as of Q3 2018.
  • Lehman Financial Resources bought 1,075 Walt Disney shares in Q3 2018, an estimated $120K.
  • Walt Disney made up 0.25% of Lehman Financial Resources's portfolio in Q3 2018, its #54 holding.
  • Lehman Financial Resources first reported a position in Walt Disney in Q2 2013 and has held it in 19 quarters since.
  • 2,160 funds tracked by Wall St. Rank held Walt Disney as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.