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Sugarloaf Wealth Management’s Walt Disney DIS Stock Holding History

Sugarloaf Wealth 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
Q4 		$267K Buy
2,399
+550
+30% +$57.8K 0.05% 135
2024
Q3 		$178K Sell
1,849
-8
-0.4% -$736 0.03% 185
2024
Q2 		$184K Sell
1,857
-150
-7% -$16.1K 0.04% 154
2024
Q1 		$246K Sell
2,007
-119
-6% -$12.4K 0.05% 127
2023
Q4 		$192K Sell
2,126
-351
-14% -$30.9K 0.05% 143
2023
Q3 		$201K Sell
2,477
-760
-23% -$64.9K 0.05% 128
2023
Q2 		$289K Sell
3,237
-229
-7% -$21.7K 0.07% 99
2023
Q1 		$347K Buy
3,466
+543
+19% +$54.7K 0.09% 97
2022
Q4 		$254K Sell
2,923
-1,448
-33% -$138K 0.06% 111
2022
Q3 		$413K Buy
4,371
+829
+23% +$88.7K 0.11% 85
2022
Q2 		$334K Buy
3,542
+598
+20% +$66.4K 0.08% 90
2022
Q1 		$404K Buy
2,944
+45
+2% +$6.5K 0.1% 80
2021
Q4 		$449K Hold
2,899
– – 0.11% 75
2021
Q3 		$490K Hold
2,899
– – 0.13% 68
2021
Q2 		$510K Hold
2,899
– – 0.14% 66
2021
Q1 		$535 Sell
2,899
-73
-2% -$13.5K 0.16% 65
2020
Q4 		$538K Sell
2,972
-2,307
-44% -$331K 0.18% 64
2020
Q3 		$655K Sell
5,279
-303
-5% -$37.9K 0.24% 53
2020
Q2 		$622K Buy
5,582
+13
+0.2% +$1.44K 0.24% 55
2020
Q1 		$538K Sell
5,569
-1,925
-26% -$243K 0.24% 59
2019
Q4 		$1.08M Buy
+7,494
New +$1.05M 0.46% 40

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's DIS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Walt Disney (DIS) stake by 30% in Q4 2024, buying an estimated $57.8K and bringing the position to 2,399 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #135.

Sugarloaf Wealth Management first reported a position in DIS in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.08M in Q4 2019. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Sugarloaf Wealth Management held 2,399 shares of Walt Disney worth $267K as of Q4 2024.
  • Sugarloaf Wealth Management bought 550 Walt Disney shares in Q4 2024, an estimated $57.8K.
  • Walt Disney made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #135 holding.
  • Sugarloaf Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Walt Disney position peaked at $1.08M in Q4 2019.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.