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Sage Financial Management Group’s Walt Disney DIS Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-100
Closed -$18K – 49
2021
Q1 		$18K Buy
+100
New +$18.4K 0.01% 86

Other funds holding DIS

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BlackRock
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Sage Financial Management Group's DIS Position: Q2 2021 in Review

Sage Financial Management Group sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 100 shares — an estimated $18K sold.

Sage Financial Management Group first reported a position in DIS in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 3,103 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Sage Financial Management Group reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 100 Walt Disney shares in Q2 2021, an estimated $18K.
  • Sage Financial Management Group first reported a position in Walt Disney in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Walt Disney position peaked at $18K in Q1 2021.
  • 3,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.