MACRO Consulting Group’s Walt Disney DIS Stock Holding History

MACRO Consulting 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
2021 Q2	$387K	Sell	2,194 -81	-4%	-$14.6K	0.2%	74
2021 Q1	$420K	Buy	2,275 +301	+15%	+$55.5K	0.23%	62
2020 Q4	$359K	Sell	1,974 -61	-3%	-$8.76K	0.21%	60
2020 Q3	$245K	Buy	2,035 +117	+6%	+$14.6K	0.16%	78
2020 Q2	$214K	Sell	1,918 -442	-19%	-$48.8K	0.15%	84
2020 Q1	$248K	Buy	2,360 +483	+26%	+$61.1K	0.19%	72
2019 Q4	$271K	Buy	1,877 +77	+4%	+$10.7K	0.21%	55
2019 Q3	$234K	Sell	1,800 -107	-6%	-$14.8K	0.2%	55
2019 Q2	$265K	Buy	+1,907	New	+$253K	0.23%	51
2019 Q1	–	Sell	-2,162	Closed	-$236K	–	53
2018 Q4	$236K	Buy	+2,162	New	+$246K	0.23%	51

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MACRO Consulting Group's DIS Position: Q2 2021 in Review

MACRO Consulting Group reduced its Walt Disney (DIS) stake by 3.6% in Q2 2021, selling an estimated $14.6K and leaving 2,194 shares worth $387K. The position accounts for 0.2% of the portfolio, ranked #74.

MACRO Consulting Group first reported a position in DIS in Q4 2018 and has held it in 10 quarters since. The position peaked at $420K in Q1 2021. 3,103 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

MACRO Consulting Group held 2,194 shares of Walt Disney worth $387K as of Q2 2021.
MACRO Consulting Group sold 81 Walt Disney shares in Q2 2021, an estimated $14.6K.
Walt Disney made up 0.2% of MACRO Consulting Group's portfolio in Q2 2021, its #74 holding.
MACRO Consulting Group first reported a position in Walt Disney in Q4 2018 and has held it in 10 quarters since.
MACRO Consulting Group's Walt Disney position peaked at $420K in Q1 2021.
3,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.