Safeguard Financial’s Walt Disney DIS Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-73	Closed	-$6K	–	187
2023 Q2	$6K	Buy	+73	New	+$6.92K	﹤0.01%	373

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

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

Safeguard Financial's DIS Position: Q3 2023 in Review

Safeguard Financial sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 73 shares — an estimated $6K sold.

Safeguard Financial first reported a position in DIS in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

Safeguard Financial reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 73 Walt Disney shares in Q3 2023, an estimated $6K.
Safeguard Financial first reported a position in Walt Disney in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Walt Disney position peaked at $6K in Q2 2023.
2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.