Vickerman & Driscoll Financial Advisors’s Walt Disney DIS Stock Holding History

Vickerman & Driscoll Financial Advisors’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 Q1	$1.73M	Buy	17,911 +6,578	+58%	+$832K	1.06%	37
2019 Q4	$1.64M	Sell	11,333 -3,400	-23%	-$475K	0.83%	36
2019 Q3	$1.92M	Sell	14,733 -36	-0.2%	-$4.98K	1.05%	31
2019 Q2	$2.06M	Sell	14,769 -277	-2%	-$36.7K	1.14%	26
2019 Q1	$1.67M	Buy	15,046 +339	+2%	+$37.9K	0.94%	34
2018 Q4	$1.61M	Buy	14,707 +1,120	+8%	+$127K	1.25%	27
2018 Q3	$1.59M	Sell	13,587 -237	-2%	-$26.4K	1.11%	27
2018 Q2	$1.45M	Buy	13,824 +723	+6%	+$73.9K	1.06%	30
2018 Q1	$1.32M	Buy	13,101 +857	+7%	+$91.1K	0.97%	34
2017 Q4	$1.32M	Buy	+12,244	New	+$1.26M	1.03%	30

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors's DIS Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its Walt Disney (DIS) stake by 58% in Q1 2020, buying an estimated $832K and bringing the position to 17,911 shares worth $1.73M. The position accounts for 1.06% of the portfolio, ranked #37.

Vickerman & Driscoll Financial Advisors first reported a position in DIS in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.06M in Q2 2019. 2,679 funds tracked by Wall St. Rank hold DIS as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 17,911 shares of Walt Disney worth $1.73M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 6,578 Walt Disney shares in Q1 2020, an estimated $832K.
Walt Disney made up 1.06% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #37 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's Walt Disney position peaked at $2.06M in Q2 2019.
2,679 funds tracked by Wall St. Rank held Walt Disney as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.