TAGStone Capital’s Walt Disney DIS Stock Holding History

TAGStone Capital’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
2023 Q2	–	Sell	-2,079	Closed	-$208K	–	83
2023 Q1	$208K	Buy	+2,079	New	+$210K	0.16%	76

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TAGStone Capital's DIS Position: Q2 2023 in Review

TAGStone Capital sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,079 shares — an estimated $208K sold.

TAGStone Capital first reported a position in DIS in Q1 2023 and held it in 1 quarter. The position peaked at $208K in Q1 2023. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

TAGStone Capital reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
TAGStone Capital sold 2,079 Walt Disney shares in Q2 2023, an estimated $208K.
TAGStone Capital first reported a position in Walt Disney in Q1 2023 and held it in 1 quarter.
TAGStone Capital's Walt Disney position peaked at $208K in Q1 2023.
2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on TAGStone Capital's 13F filing for Q2 2023, filed 10 Aug 2023.