M.D. Sass LLC’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-9,600
Closed -$1.25M 52
2019
Q3
$1.25M Sell
9,600
-5,200
-35% -$678K 0.3% 36
2019
Q2
$2.07M Hold
14,800
0.48% 33
2019
Q1
$1.64M Buy
+14,800
New +$1.64M 0.26% 39