Slocum, Gordon & Co’s Walt Disney DIS Stock Holding History

Slocum, Gordon & 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
2023 Q2	–	Sell	-1,065	Closed	-$107K	–	128
2023 Q1	$107K	Sell	1,065 -4,572	-81%	-$461K	0.09%	63
2022 Q4	$490K	Buy	+5,637	New	+$539K	0.32%	37

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Slocum, Gordon & Co's DIS Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 1,065 shares — an estimated $107K sold.

Slocum, Gordon & Co first reported a position in DIS in Q4 2022 and held it in 2 quarters. The position peaked at $490K in Q4 2022. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Slocum, Gordon & Co reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Slocum, Gordon & Co sold 1,065 Walt Disney shares in Q2 2023, an estimated $107K.
Slocum, Gordon & Co first reported a position in Walt Disney in Q4 2022 and held it in 2 quarters.
Slocum, Gordon & Co's Walt Disney position peaked at $490K in Q4 2022.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.