Lokken Investment Group’s Walt Disney DIS Stock Holding History

Lokken Investment 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
2023 Q1	–	Sell	-3,453	Closed	-$300K	–	129
2022 Q4	$300K	Buy	+3,453	New	+$330K	0.24%	95

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

Lokken Investment Group's DIS Position: Q1 2023 in Review

Lokken Investment Group sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 3,453 shares — an estimated $300K sold.

Lokken Investment Group first reported a position in DIS in Q4 2022 and held it in 1 quarter. The position peaked at $300K in Q4 2022. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

Lokken Investment Group reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
Lokken Investment Group sold 3,453 Walt Disney shares in Q1 2023, an estimated $300K.
Lokken Investment Group first reported a position in Walt Disney in Q4 2022 and held it in 1 quarter.
Lokken Investment Group's Walt Disney position peaked at $300K in Q4 2022.
3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Lokken Investment Group's 13F filing for Q1 2023, filed 9 May 2023.