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Oldfather Financial Services’s Walt Disney DIS Stock Holding History

Oldfather Financial Services’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 		– Sell
-2,742
Closed -$514K – 60
2021
Q1 		$514K Buy
2,742
+7
+0.3% +$1.29K 0.3% 41
2020
Q4 		$495K Buy
2,735
+67
+3% +$9.62K 0.29% 44
2020
Q3 		$338K Buy
2,668
+8
+0.3% +$1K 0.24% 47
2020
Q2 		$308K Hold
2,660
– – 0.24% 48
2020
Q1 		$278K Hold
2,660
– – 0.26% 46
2019
Q4 		$362K Buy
+2,660
New +$371K 0.34% 40

Other funds holding DIS

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Oldfather Financial Services's DIS Position: Q2 2021 in Review

Oldfather Financial Services sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 2,742 shares — an estimated $514K sold.

Oldfather Financial Services first reported a position in DIS in Q4 2019 and held it in 6 quarters. The position peaked at $514K in Q1 2021. 3,103 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Oldfather Financial Services reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
  • Oldfather Financial Services sold 2,742 Walt Disney shares in Q2 2021, an estimated $514K.
  • Oldfather Financial Services first reported a position in Walt Disney in Q4 2019 and held it in 6 quarters.
  • Oldfather Financial Services's Walt Disney position peaked at $514K in Q1 2021.
  • 3,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Oldfather Financial Services's 13F filing for Q2 2021, filed 11 Aug 2021.