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Tirschwell & Loewy’s Walt Disney DIS Stock Holding History

Tirschwell & Loewy’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
2019
Q1 		$3.2M Buy
28,832
+1,026
+4% +$115K 0.44% 36
2018
Q4 		$3.05M Buy
27,806
+7,200
+35% +$819K 0.46% 36
2018
Q3 		$2.41M Buy
20,606
+6,190
+43% +$689K 0.3% 39
2018
Q2 		$1.51M Hold
14,416
– – 0.2% 47
2018
Q1 		$1.45M Buy
14,416
+957
+7% +$102K 0.2% 52
2017
Q4 		$1.45M Hold
13,459
– – 0.2% 52
2017
Q3 		$1.33M Hold
13,459
– – 0.2% 54
2017
Q2 		$1.43M Buy
13,459
+700
+5% +$76.7K 0.22% 57
2017
Q1 		$1.45M Sell
12,759
-500
-4% -$55.1K 0.23% 56
2016
Q4 		$1.38M Sell
13,259
-2,320
-15% -$226K 0.25% 55
2016
Q3 		$1.45M Hold
15,579
– – 0.24% 56
2016
Q2 		$1.52M Sell
15,579
-1,500
-9% -$150K 0.27% 56
2016
Q1 		$1.7M Sell
17,079
-444
-3% -$42.9K 0.3% 56
2015
Q4 		$1.84M Sell
17,523
-450
-3% -$50.2K 0.32% 51
2015
Q3 		$1.84M Sell
17,973
-50
-0.3% -$5.45K 0.35% 47
2015
Q2 		$2.06M Hold
18,023
– – 0.35% 47
2015
Q1 		$1.89M Sell
18,023
-350
-2% -$35.3K 0.32% 50
2014
Q4 		$1.73M Hold
18,373
– – 0.28% 51
2014
Q3 		$1.64M Hold
18,373
– – 0.27% 51
2014
Q2 		$1.57M Hold
18,373
– – 0.26% 52
2014
Q1 		$1.47M Sell
18,373
-975
-5% -$75.6K 0.25% 54
2013
Q4 		$1.48M Hold
19,348
– – 0.26% 54
2013
Q3 		$1.25M Hold
19,348
– – 0.24% 56
2013
Q2 		$1.22M Buy
+19,348
New +$1.22M 0.26% 58

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tirschwell & Loewy's DIS Position: Q1 2019 in Review

Tirschwell & Loewy increased its Walt Disney (DIS) stake by 3.7% in Q1 2019, buying an estimated $115K and bringing the position to 28,832 shares worth $3.2M. The position accounts for 0.44% of the portfolio, ranked #36.

Tirschwell & Loewy first reported a position in DIS in Q2 2013 and has held it in 24 quarters since. 2,477 funds tracked by Wall St. Rank hold DIS as of Q1 2019.

  • Tirschwell & Loewy held 28,832 shares of Walt Disney worth $3.2M as of Q1 2019.
  • Tirschwell & Loewy bought 1,026 Walt Disney shares in Q1 2019, an estimated $115K.
  • Walt Disney made up 0.44% of Tirschwell & Loewy's portfolio in Q1 2019, its #36 holding.
  • Tirschwell & Loewy first reported a position in Walt Disney in Q2 2013 and has held it in 24 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Walt Disney as of Q1 2019.

Based on Tirschwell & Loewy's 13F filing for Q1 2019, filed 3 Apr 2019.