Piershale Financial Group’s Walt Disney DIS Stock Holding History

Piershale 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
2023 Q2	$8.93K	Hold	100	–	–	0.01%	126
2023 Q1	$10K	Hold	100	–	–	0.01%	110
2022 Q4	$8.69K	Buy	+100	New	+$9.56K	0.01%	124
2019 Q2	–	Sell	-1,878	Closed	-$209K	–	17
2019 Q1	$209K	Buy	+1,878	New	+$210K	0.13%	20
2016 Q4	–	Sell	-47	Closed	-$4K	–	46
2016 Q3	$4K	Sell	47 -309	-87%	-$29.6K	﹤0.01%	119
2016 Q2	$35K	Hold	356	–	–	0.03%	41
2016 Q1	$35K	Sell	356 -498	-58%	-$48.1K	0.02%	38
2015 Q4	$90K	Buy	854 +300	+54%	+$33.4K	0.05%	27
2015 Q3	$57K	Buy	554 +202	+57%	+$22K	0.04%	30
2015 Q2	$40K	Hold	352	–	–	0.03%	34
2015 Q1	$37K	Buy	352 +47	+15%	+$4.74K	0.03%	36
2014 Q4	$29K	Hold	305	–	–	0.02%	58
2014 Q3	$27K	Buy	+305	New	+$26.9K	0.02%	52

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Piershale Financial Group's DIS Position: Q2 2023 in Review

Piershale Financial Group held its Walt Disney (DIS) position steady in Q2 2023 at 100 shares worth $8.93K. The position accounts for 0.01% of the portfolio, ranked #126.

Piershale Financial Group first reported a position in DIS in Q3 2014 and has held it in 13 quarters since. The position peaked at $209K in Q1 2019. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Piershale Financial Group held 100 shares of Walt Disney worth $8.93K as of Q2 2023.
Piershale Financial Group left its Walt Disney share count unchanged in Q2 2023.
Walt Disney made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #126 holding.
Piershale Financial Group first reported a position in Walt Disney in Q3 2014 and has held it in 13 quarters since.
Piershale Financial Group's Walt Disney position peaked at $209K in Q1 2019.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.