Sweet Financial Partners’s Walt Disney DIS Stock Holding History

Sweet Financial Partners’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	$854K	Sell	8,877 -128	-1%	-$11.8K	0.18%	89
2024 Q2	$894K	Sell	9,005 -150	-2%	-$16.1K	0.2%	81
2024 Q1	$1.12M	Sell	9,155 -18	-0.2%	-$1.88K	0.26%	76
2023 Q4	$828K	Sell	9,173 -84	-0.9%	-$7.41K	0.2%	83
2023 Q3	$750K	Buy	9,257 +1,564	+20%	+$134K	0.2%	79
2023 Q2	$687K	Buy	7,693 +170	+2%	+$16.1K	0.18%	85
2023 Q1	$753K	Buy	7,523 +87	+1%	+$8.77K	0.21%	77
2022 Q4	$646K	Buy	7,436 +2,174	+41%	+$208K	0.19%	83
2022 Q3	$496K	Buy	5,262 +768	+17%	+$82.2K	0.16%	91
2022 Q2	$424K	Sell	4,494 -5	-0.1%	-$555	0.13%	100
2022 Q1	$617K	Buy	4,499 +556	+14%	+$80.4K	0.17%	78
2021 Q4	$611K	Buy	+3,943	New	+$637K	0.25%	56

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's DIS Position: Q3 2024 in Review

Sweet Financial Partners reduced its Walt Disney (DIS) stake by 1.4% in Q3 2024, selling an estimated $11.8K and leaving 8,877 shares worth $854K. The position accounts for 0.18% of the portfolio, ranked #89.

Sweet Financial Partners first reported a position in DIS in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.12M in Q1 2024. 2,937 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

Sweet Financial Partners held 8,877 shares of Walt Disney worth $854K as of Q3 2024.
Sweet Financial Partners sold 128 Walt Disney shares in Q3 2024, an estimated $11.8K.
Walt Disney made up 0.18% of Sweet Financial Partners's portfolio in Q3 2024, its #89 holding.
Sweet Financial Partners first reported a position in Walt Disney in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Walt Disney position peaked at $1.12M in Q1 2024.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.