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MinichMacGregor Wealth Management’s Walt Disney DIS Stock Holding History

MinichMacGregor 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
2024
Q1 		– Sell
-4,067
Closed -$367K – 105
2023
Q4 		$367K Buy
+4,067
New +$359K 0.11% 65
2023
Q1 		– Sell
-1,211
Closed -$105K – 227
2022
Q4 		$105K Buy
+1,211
New +$116K 0.04% 110
2021
Q4 		– Sell
-1,629
Closed -$275K – 89
2021
Q3 		$275K Buy
1,629
+51
+3% +$9.09K 0.09% 67
2021
Q2 		$277K Sell
1,578
-22
-1% -$3.96K 0.1% 68
2021
Q1 		$295K Buy
1,600
+131
+9% +$24.2K 0.11% 69
2020
Q4 		$266K Buy
+1,469
New +$211K 0.11% 66
2020
Q1 		– Sell
-1,797
Closed -$259K – 83
2019
Q4 		$259K Sell
1,797
-45
-2% -$6.28K 0.14% 47
2019
Q3 		$240K Buy
1,842
+81
+5% +$11.2K 0.16% 45
2019
Q2 		$249K Buy
+1,761
New +$234K 0.17% 40
2019
Q1 		– Sell
-28,965
Closed -$2.85M – 67
2018
Q4 		$2.85M Buy
28,965
+27,773
+2,330% +$3.16M 1.95% 14
2018
Q3 		$138K Buy
1,192
+15
+1% +$1.67K 0.09% 59
2018
Q2 		$123K Buy
1,177
+28
+2% +$2.86K 0.09% 64
2018
Q1 		$115K Buy
1,149
+4
+0.3% +$425 0.09% 64
2017
Q4 		$123K Sell
1,145
-52
-4% -$5.36K 0.1% 59
2017
Q3 		$118K Sell
1,197
-53
-4% -$5.45K 0.1% 58
2017
Q2 		$132K Sell
1,250
-46
-4% -$5.04K 0.11% 52
2017
Q1 		$147K Buy
1,296
+129
+11% +$14.2K 0.13% 46
2016
Q4 		$121K Buy
1,167
+105
+10% +$10.2K 0.11% 52
2016
Q3 		$98K Buy
1,062
+5
+0.5% +$479 0.09% 65
2016
Q2 		$103K Buy
1,057
+34
+3% +$3.4K 0.1% 61
2016
Q1 		$101K Sell
1,023
-15
-1% -$1.45K 0.1% 60
2015
Q4 		$114K Buy
+1,038
New +$116K 0.11% 52

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MinichMacGregor Wealth Management's DIS Position: Q1 2024 in Review

MinichMacGregor Wealth Management sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 4,067 shares — an estimated $367K sold.

MinichMacGregor Wealth Management first reported a position in DIS in Q4 2015 and held it in 22 quarters. The position peaked at $2.85M in Q4 2018. 3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • MinichMacGregor Wealth Management reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 4,067 Walt Disney shares in Q1 2024, an estimated $367K.
  • MinichMacGregor Wealth Management first reported a position in Walt Disney in Q4 2015 and held it in 22 quarters.
  • MinichMacGregor Wealth Management's Walt Disney position peaked at $2.85M in Q4 2018.
  • 3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.