Lyons Wealth Management’s Walt Disney DIS Stock Holding History

Lyons Wealth Management’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
2019 Q4	$673K	Buy	4,646 +18	+0.4%	+$2.51K	1.97%	9
2019 Q3	$603K	Buy	4,628 +216	+5%	+$29.9K	1.57%	12
2019 Q2	$616K	Buy	+4,412	New	+$585K	1.47%	14
2019 Q1	–	Sell	-7,938	Closed	-$870K	–	22
2018 Q4	$870K	Sell	7,938 -513	-6%	-$58.3K	2.84%	8
2018 Q3	$987K	Sell	8,451 -189	-2%	-$21K	1.96%	14
2018 Q2	$907K	Sell	8,640 -505	-6%	-$51.6K	1.3%	13
2018 Q1	$919K	Buy	9,145 +488	+6%	+$51.9K	1.4%	13
2017 Q4	$931K	Buy	+8,657	New	+$892K	1.52%	13

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Lyons Wealth Management's DIS Position: Q4 2019 in Review

Lyons Wealth Management increased its Walt Disney (DIS) stake by 0.39% in Q4 2019, buying an estimated $2.51K and bringing the position to 4,646 shares worth $673K. The position accounts for 1.97% of the portfolio, ranked #9.

Lyons Wealth Management first reported a position in DIS in Q4 2017 and has held it in 8 quarters since. The position peaked at $987K in Q3 2018. 2,841 funds tracked by Wall St. Rank hold DIS as of Q4 2019.

Lyons Wealth Management held 4,646 shares of Walt Disney worth $673K as of Q4 2019.
Lyons Wealth Management bought 18 Walt Disney shares in Q4 2019, an estimated $2.51K.
Walt Disney made up 1.97% of Lyons Wealth Management's portfolio in Q4 2019, its #9 holding.
Lyons Wealth Management first reported a position in Walt Disney in Q4 2017 and has held it in 8 quarters since.
Lyons Wealth Management's Walt Disney position peaked at $987K in Q3 2018.
2,841 funds tracked by Wall St. Rank held Walt Disney as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.