LifePlan Financial Group’s Walt Disney DIS Stock Holding History

LifePlan Financial Group’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 Q3	$196K	Buy	1,578 +16	+1%	+$2K	0.08%	133
2020 Q2	$174K	Hold	1,562	–	–	0.08%	134
2020 Q1	$151K	Sell	1,562 -33	-2%	-$4.17K	0.08%	133
2019 Q4	$231K	Hold	1,595	–	–	0.1%	122
2019 Q3	$208K	Hold	1,595	–	–	0.1%	128
2019 Q2	$223K	Sell	1,595 -27	-2%	-$3.58K	0.11%	122
2019 Q1	$180K	Hold	1,622	–	–	0.1%	133
2018 Q4	$178K	Sell	1,622 -27	-2%	-$3.07K	0.11%	131
2018 Q3	$193K	Hold	1,649	–	–	0.1%	126
2018 Q2	$173K	Buy	1,649 +23	+1%	+$2.35K	0.1%	131
2018 Q1	$163K	Buy	+1,626	New	+$173K	0.1%	129
2014 Q2	–	Sell	-1,376	Closed	-$110K	–	99
2014 Q1	$110K	Hold	1,376	–	–	0.09%	82
2013 Q4	$105K	Hold	1,376	–	–	0.07%	79
2013 Q3	$89K	Hold	1,376	–	–	0.07%	73
2013 Q2	$87K	Buy	+1,376	New	+$86.9K	0.1%	57

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

LifePlan Financial Group's DIS Position: Q3 2020 in Review

LifePlan Financial Group increased its Walt Disney (DIS) stake by 1% in Q3 2020, buying an estimated $2K and bringing the position to 1,578 shares worth $196K. The position accounts for 0.08% of the portfolio, ranked #133.

LifePlan Financial Group first reported a position in DIS in Q2 2013 and has held it in 15 quarters since. The position peaked at $231K in Q4 2019. 2,710 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

LifePlan Financial Group held 1,578 shares of Walt Disney worth $196K as of Q3 2020.
LifePlan Financial Group bought 16 Walt Disney shares in Q3 2020, an estimated $2K.
Walt Disney made up 0.08% of LifePlan Financial Group's portfolio in Q3 2020, its #133 holding.
LifePlan Financial Group first reported a position in Walt Disney in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Walt Disney position peaked at $231K in Q4 2019.
2,710 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.