Peterson Financial Group’s Walt Disney DIS Stock Holding History

Peterson Financial 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
2024 Q3	$10.8K	Buy	+112	New	+$10.3K	0.04%	198
2023 Q1	–	Sell	-7,052	Closed	-$613K	–	35
2022 Q4	$613K	Sell	7,052 -3,929	-36%	-$376K	0.81%	52
2022 Q3	$1.04M	Sell	10,981 -1,184	-10%	-$127K	1.01%	45
2022 Q2	$1.15M	Buy	12,165 +1,417	+13%	+$157K	1.08%	42
2022 Q1	$1.47M	Buy	10,748 +1,007	+10%	+$146K	1.22%	37
2021 Q4	$1.51M	Buy	+9,741	New	+$1.57M	1.23%	33

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Financial Group's DIS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Walt Disney (DIS) in Q3 2024: 112 shares worth $10.8K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in DIS as recently as Q4 2022.

Peterson Financial Group first reported a position in DIS in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.51M in Q4 2021. 2,931 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

Peterson Financial Group held 112 shares of Walt Disney worth $10.8K as of Q3 2024.
Walt Disney was a new Peterson Financial Group position in Q3 2024.
Walt Disney made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #198 holding.
Peterson Financial Group first reported a position in Walt Disney in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Walt Disney position peaked at $1.51M in Q4 2021.
2,931 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.