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Newman & Schimel’s Walt Disney DIS Stock Holding History

Newman & Schimel’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
2022
Q1 		– Sell
-1,557
Closed -$241K – 47
2021
Q4 		$241K Sell
1,557
-875
-36% -$141K 0.14% 43
2021
Q3 		$411K Sell
2,432
-175
-7% -$31.2K 0.26% 32
2021
Q2 		$458K Hold
2,607
– – 0.29% 30
2021
Q1 		$481K Buy
2,607
+1,209
+86% +$223K 0.32% 30
2020
Q4 		$253K Buy
+1,398
New +$201K 0.21% 39

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Newman & Schimel's DIS Position: Q1 2022 in Review

Newman & Schimel sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 1,557 shares — an estimated $241K sold.

Newman & Schimel first reported a position in DIS in Q4 2020 and held it in 5 quarters. The position peaked at $481K in Q1 2021. 3,291 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Newman & Schimel reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Newman & Schimel sold 1,557 Walt Disney shares in Q1 2022, an estimated $241K.
  • Newman & Schimel first reported a position in Walt Disney in Q4 2020 and held it in 5 quarters.
  • Newman & Schimel's Walt Disney position peaked at $481K in Q1 2021.
  • 3,291 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Newman & Schimel's 13F filing for Q1 2022, filed 15 Apr 2022.