Starfire Investment Advisers’s Walt Disney DIS Stock Holding History

Starfire Investment Advisers’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 Q2	$659K	Buy	5,913 +111	+2%	+$12.3K	0.31%	78
2020 Q1	$560K	Buy	5,802 +9	+0.2%	+$1.14K	0.31%	78
2019 Q4	$837K	Buy	5,793 +25	+0.4%	+$3.49K	0.32%	71
2019 Q3	$751K	Buy	5,768 +115	+2%	+$15.9K	0.31%	78
2019 Q2	$789K	Hold	5,653	–	–	0.35%	68
2019 Q1	$627K	Sell	5,653 -4	-0.1%	-$447	0.29%	80
2018 Q4	$620K	Buy	5,657 +763	+16%	+$86.8K	0.33%	74
2018 Q3	$572K	Sell	4,894 -431	-8%	-$48K	0.28%	72
2018 Q2	$558K	Hold	5,325	–	–	0.28%	81
2018 Q1	$534K	Buy	+5,325	New	+$566K	0.28%	82
2017 Q4	–	Sell	-5,194	Closed	-$511K	–	162
2017 Q3	$511K	Sell	5,194 -32	-0.6%	-$3.29K	0.31%	67
2017 Q2	$555K	Buy	5,226 +32	+0.6%	+$3.5K	0.32%	71
2017 Q1	$587K	Hold	5,194	–	–	0.32%	69
2016 Q4	$541K	Hold	5,194	–	–	0.31%	72
2016 Q3	$482K	Hold	5,194	–	–	0.29%	76
2016 Q2	$508K	Hold	5,194	–	–	0.35%	65
2016 Q1	$516K	Hold	5,194	–	–	0.34%	65
2015 Q4	$546K	Sell	5,194 -928	-15%	-$103K	0.37%	64
2015 Q3	$626K	Hold	6,122	–	–	0.46%	53
2015 Q2	$699K	Hold	6,122	–	–	0.46%	52
2015 Q1	$642K	Buy	+6,122	New	+$618K	0.42%	56

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Starfire Investment Advisers's DIS Position: Q2 2020 in Review

Starfire Investment Advisers increased its Walt Disney (DIS) stake by 1.9% in Q2 2020, buying an estimated $12.3K and bringing the position to 5,913 shares worth $659K. The position accounts for 0.31% of the portfolio, ranked #78.

Starfire Investment Advisers first reported a position in DIS in Q1 2015 and has held it in 21 quarters since. The position peaked at $837K in Q4 2019. 2,685 funds tracked by Wall St. Rank hold DIS as of Q2 2020.

Starfire Investment Advisers held 5,913 shares of Walt Disney worth $659K as of Q2 2020.
Starfire Investment Advisers bought 111 Walt Disney shares in Q2 2020, an estimated $12.3K.
Walt Disney made up 0.31% of Starfire Investment Advisers's portfolio in Q2 2020, its #78 holding.
Starfire Investment Advisers first reported a position in Walt Disney in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's Walt Disney position peaked at $837K in Q4 2019.
2,685 funds tracked by Wall St. Rank held Walt Disney as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.