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Voit & Company’s Walt Disney DIS Stock Holding History

Voit & Company’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
Q3 		$2.08M Buy
16,729
+1,290
+8% +$161K 2.01% 21
2020
Q2 		$1.72M Sell
15,439
-5,900
-28% -$651K 1.83% 21
2020
Q1 		$2.06M Sell
21,339
-8,265
-28% -$1.04M 2.13% 20
2019
Q4 		$4.28M Buy
29,604
+1,460
+5% +$204K 3.82% 7
2019
Q3 		$3.67M Buy
28,144
+245
+0.9% +$33.9K 3.64% 8
2019
Q2 		$3.9M Buy
27,899
+12,125
+77% +$1.61M 3.72% 6
2019
Q1 		$1.75M Buy
+15,774
New +$1.76M 1.84% 22

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Voit & Company's DIS Position: Q3 2020 in Review

Voit & Company increased its Walt Disney (DIS) stake by 8.4% in Q3 2020, buying an estimated $161K and bringing the position to 16,729 shares worth $2.08M. The position accounts for 2.01% of the portfolio, ranked #21.

Voit & Company first reported a position in DIS in Q1 2019 and has held it in 7 quarters since. The position peaked at $4.28M in Q4 2019. 2,711 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

  • Voit & Company held 16,729 shares of Walt Disney worth $2.08M as of Q3 2020.
  • Voit & Company bought 1,290 Walt Disney shares in Q3 2020, an estimated $161K.
  • Walt Disney made up 2.01% of Voit & Company's portfolio in Q3 2020, its #21 holding.
  • Voit & Company first reported a position in Walt Disney in Q1 2019 and has held it in 7 quarters since.
  • Voit & Company's Walt Disney position peaked at $4.28M in Q4 2019.
  • 2,711 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.