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Richard C. Young & Co’s Walt Disney DIS Stock Holding History

Richard C. Young & Co’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
2020
Q3 		– Sell
-67,840
Closed -$7.57M – 76
2020
Q2 		$7.57M Sell
67,840
-2,708
-4% -$299K 1.26% 33
2020
Q1 		$6.82M Buy
70,548
+1,827
+3% +$231K 1.32% 36
2019
Q4 		$9.94M Buy
68,721
+1,637
+2% +$228K 1.66% 27
2019
Q3 		$8.74M Buy
67,084
+1,243
+2% +$172K 1.57% 31
2019
Q2 		$9.19M Buy
65,841
+8,943
+16% +$1.19M 1.74% 23
2019
Q1 		$6.32M Buy
56,898
+31,151
+121% +$3.48M 1.21% 38
2018
Q4 		$2.82M Buy
25,747
+22,704
+746% +$2.58M 0.6% 49
2018
Q3 		$356K Buy
+3,043
New +$339K 0.07% 59

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Richard C. Young & Co's DIS Position: Q3 2020 in Review

Richard C. Young & Co sold out of Walt Disney (DIS) in Q3 2020, closing a stake of 67,840 shares — an estimated $7.57M sold.

Richard C. Young & Co first reported a position in DIS in Q3 2018 and held it in 8 quarters. The position peaked at $9.94M in Q4 2019. 2,711 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

  • Richard C. Young & Co reported no remaining Walt Disney position as of Q3 2020 after selling out during the quarter.
  • Richard C. Young & Co sold 67,840 Walt Disney shares in Q3 2020, an estimated $7.57M.
  • Richard C. Young & Co first reported a position in Walt Disney in Q3 2018 and held it in 8 quarters.
  • Richard C. Young & Co's Walt Disney position peaked at $9.94M in Q4 2019.
  • 2,711 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Richard C. Young & Co's 13F filing for Q3 2020, filed 12 Nov 2020.