Urban Wealth Management’s Walt Disney DIS Stock Holding History

Urban 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
2020 Q4	$1.25M	Buy	+6,905	New	+$991K	1.04%	24

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Urban Wealth Management's DIS Position: Q4 2020 in Review

Urban Wealth Management opened a new position in Walt Disney (DIS) in Q4 2020: 6,905 shares worth $1.25M. The stake represents 1.04% of the portfolio and ranks #24 among its holdings.

3,110 funds tracked by Wall St. Rank hold DIS as of Q4 2020.

Urban Wealth Management held 6,905 shares of Walt Disney worth $1.25M as of Q4 2020.
Walt Disney was a new Urban Wealth Management position in Q4 2020.
Walt Disney made up 1.04% of Urban Wealth Management's portfolio in Q4 2020, its #24 holding.
3,110 funds tracked by Wall St. Rank held Walt Disney as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.