Stiles Financial Services’s Walt Disney DIS Stock Holding History

Stiles 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
2024 Q2	–	Sell	-3,419	Closed	-$419K	–	186
2024 Q1	$419K	Sell	3,419 -736	-18%	-$76.9K	0.17%	118
2023 Q4	$375K	Sell	4,155 -1,020	-20%	-$89.9K	0.17%	119
2023 Q3	$419K	Sell	5,175 -1,882	-27%	-$161K	0.22%	107
2023 Q2	$630K	Sell	7,057 -898	-11%	-$85.1K	0.31%	89
2023 Q1	$797K	Sell	7,955 -371	-4%	-$37.4K	0.43%	71
2022 Q4	$723K	Sell	8,326 -348	-4%	-$33.3K	0.41%	70
2022 Q3	$818K	Buy	8,674 +10	+0.1%	+$1.07K	0.5%	59
2022 Q2	$818K	Sell	8,664 -380	-4%	-$42.2K	0.49%	63
2022 Q1	$1.24M	Buy	9,044 +450	+5%	+$65.1K	0.62%	48
2021 Q4	$1.32M	Buy	+8,594	New	+$1.39M	0.64%	45

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Stiles Financial Services's DIS Position: Q2 2024 in Review

Stiles Financial Services sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 3,419 shares — an estimated $419K sold.

Stiles Financial Services first reported a position in DIS in Q4 2021 and held it in 10 quarters. The position peaked at $1.32M in Q4 2021. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Stiles Financial Services reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Stiles Financial Services sold 3,419 Walt Disney shares in Q2 2024, an estimated $419K.
Stiles Financial Services first reported a position in Walt Disney in Q4 2021 and held it in 10 quarters.
Stiles Financial Services's Walt Disney position peaked at $1.32M in Q4 2021.
3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Stiles Financial Services's 13F filing for Q2 2024, filed 1 Aug 2024.