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Shoker Investment Counsel’s Walt Disney DIS Stock Holding History

Shoker Investment Counsel’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
2024
Q2 		– Sell
-1,660
Closed -$202K – 100
2024
Q1 		$202K Buy
+1,660
New +$173K 0.07% 97
2021
Q3 		– Sell
-1,232
Closed -$216K – 97
2021
Q2 		$216K Buy
1,232
+78
+7% +$14K 0.11% 91
2021
Q1 		$213K Hold
1,154
– – 0.11% 87
2020
Q4 		$209K Buy
+1,154
New +$166K 0.12% 86

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
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shoker Investment Counsel's DIS Position: Q2 2024 in Review

Shoker Investment Counsel sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,660 shares — an estimated $202K sold.

Shoker Investment Counsel first reported a position in DIS in Q4 2020 and held it in 4 quarters. The position peaked at $216K in Q2 2021. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Shoker Investment Counsel reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Shoker Investment Counsel sold 1,660 Walt Disney shares in Q2 2024, an estimated $202K.
  • Shoker Investment Counsel first reported a position in Walt Disney in Q4 2020 and held it in 4 quarters.
  • Shoker Investment Counsel's Walt Disney position peaked at $216K in Q2 2021.
  • 3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Shoker Investment Counsel's 13F filing for Q2 2024, filed 31 Jul 2024.