Sadoff Investment Management’s Walt Disney DIS Stock Holding History

Sadoff Investment Management’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 Q1	–	Sell	-1,439	Closed	-$208K	–	88
2019 Q4	$208K	Buy	+1,439	New	+$201K	0.02%	96
2019 Q3	–	Sell	-1,432	Closed	-$200K	–	86
2019 Q2	$200K	Buy	+1,432	New	+$190K	0.02%	82
2018 Q3	–	Sell	-3,326	Closed	-$349K	–	91
2018 Q2	$349K	Buy	+3,326	New	+$340K	0.03%	71
2017 Q4	–	Sell	-3,431	Closed	-$338K	–	86
2017 Q3	$338K	Sell	3,431 -152	-4%	-$15.6K	0.03%	66
2017 Q2	$381K	Buy	3,583 +852	+31%	+$93.3K	0.04%	54
2017 Q1	$310K	Buy	2,731 +550	+25%	+$60.6K	0.03%	60
2016 Q4	$227K	Buy	+2,181	New	+$213K	0.02%	68
2016 Q3	–	Sell	-2,780	Closed	-$272K	–	69
2016 Q2	$272K	Sell	2,780 -362	-12%	-$36.2K	0.03%	60
2016 Q1	$312K	Sell	3,142 -166	-5%	-$16K	0.04%	64
2015 Q4	$348K	Sell	3,308 -54	-2%	-$6.02K	0.04%	59
2015 Q3	$344K	Hold	3,362	–	–	0.04%	52
2015 Q2	$384K	Hold	3,362	–	–	0.04%	49
2015 Q1	$353K	Hold	3,362	–	–	0.04%	48
2014 Q4	$317K	Buy	+3,362	New	+$303K	0.04%	49
2013 Q4	–	Sell	-4,501	Closed	-$290K	–	57
2013 Q3	$290K	Buy	+4,501	New	+$289K	0.05%	45

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return