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Steele Capital Management’s Walt Disney DIS Stock Holding History

Steele Capital Management’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
Q3 		– Sell
-2,094
Closed -$208K – 94
2024
Q2 		$208K Hold
2,094
– – 0.01% 168
2024
Q1 		$256K Buy
+2,094
New +$219K 0.01% 148

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steele Capital Management's DIS Position: Q3 2024 in Review

Steele Capital Management sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 2,094 shares — an estimated $208K sold.

Steele Capital Management first reported a position in DIS in Q1 2024 and held it in 2 quarters. The position peaked at $256K in Q1 2024. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • Steele Capital Management reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
  • Steele Capital Management sold 2,094 Walt Disney shares in Q3 2024, an estimated $208K.
  • Steele Capital Management first reported a position in Walt Disney in Q1 2024 and held it in 2 quarters.
  • Steele Capital Management's Walt Disney position peaked at $256K in Q1 2024.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.