Squar Milner Financial Services’s Walt Disney DIS Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-9,252	Closed	-$1.03M	–	50
2020 Q2	$1.03M	Buy	9,252 +404	+5%	+$44.6K	0.59%	40
2020 Q1	$854K	Buy	8,848 +227	+3%	+$28.7K	0.51%	29
2019 Q4	$1.25M	Sell	8,621 -1,043	-11%	-$146K	0.62%	22
2019 Q3	$1.2M	Buy	9,664 +1,309	+16%	+$181K	0.61%	41
2019 Q2	$1.17M	Buy	8,355 +831	+11%	+$110K	0.79%	19
2019 Q1	$835K	Buy	7,524 +1,898	+34%	+$212K	0.62%	29
2018 Q4	$617K	Hold	5,626	–	–	0.59%	34
2018 Q3	$658K	Buy	5,626 +283	+5%	+$31.5K	0.59%	33
2018 Q2	$560K	Buy	5,343 +967	+22%	+$98.9K	0.49%	45
2018 Q1	$440K	Buy	4,376 +58	+1%	+$6.16K	0.56%	56
2017 Q4	$482K	Buy	+4,318	New	+$445K	0.58%	47

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Squar Milner Financial Services's DIS Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Walt Disney (DIS) in Q3 2020, closing a stake of 9,252 shares — an estimated $1.03M sold.

Squar Milner Financial Services first reported a position in DIS in Q4 2017 and held it in 11 quarters. The position peaked at $1.25M in Q4 2019. 2,711 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

Squar Milner Financial Services reported no remaining Walt Disney position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 9,252 Walt Disney shares in Q3 2020, an estimated $1.03M.
Squar Milner Financial Services first reported a position in Walt Disney in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Walt Disney position peaked at $1.25M in Q4 2019.
2,711 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.