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Leo Brokerage’s Walt Disney DIS Stock Holding History

Leo Brokerage’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
Q2 		$647K Buy
7,246
+299
+4% +$28.3K 0.07% 158
2023
Q1 		$696K Buy
+6,947
New +$700K 0.1% 144
2021
Q3 		$213K Buy
1,260
+31
+3% +$5.53K 0.04% 170
2021
Q2 		$216K Buy
+1,229
New +$221K 0.04% 177

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Leo Brokerage's DIS Position: Q2 2023 in Review

Leo Brokerage increased its Walt Disney (DIS) stake by 4.3% in Q2 2023, buying an estimated $28.3K and bringing the position to 7,246 shares worth $647K. The position accounts for 0.07% of the portfolio, ranked #158.

Leo Brokerage first reported a position in DIS in Q2 2021 and has held it in 4 quarters since. The position peaked at $696K in Q1 2023. 2,960 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • Leo Brokerage held 7,246 shares of Walt Disney worth $647K as of Q2 2023.
  • Leo Brokerage bought 299 Walt Disney shares in Q2 2023, an estimated $28.3K.
  • Walt Disney made up 0.07% of Leo Brokerage's portfolio in Q2 2023, its #158 holding.
  • Leo Brokerage first reported a position in Walt Disney in Q2 2021 and has held it in 4 quarters since.
  • Leo Brokerage's Walt Disney position peaked at $696K in Q1 2023.
  • 2,960 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.