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Winslow Evans & Crocker’s Walt Disney DIS Stock Holding History

Winslow Evans & Crocker’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 		$7.2M Buy
41,741
+3,475
+9% +$499K 1.37% 10
2020
Q3 		$4.75M Buy
38,266
+486
+1% +$60.7K 1.18% 14
2020
Q2 		$4.21M Sell
37,780
-1,044
-3% -$115K 1.12% 15
2020
Q1 		$3.75M Sell
38,824
-826
-2% -$104K 1.24% 13
2019
Q4 		$5.74M Buy
39,650
+1,472
+4% +$205K 1.46% 10
2019
Q3 		$4.98M Buy
38,178
+4,674
+14% +$646K 1.39% 11
2019
Q2 		$4.68M Buy
33,504
+1,990
+6% +$264K 1.3% 12
2019
Q1 		$3.5M Buy
31,514
+896
+3% +$100K 0.99% 19
2018
Q4 		$3.36M Buy
30,618
+2,474
+9% +$281K 1.13% 17
2018
Q3 		$3.29M Sell
28,144
-270
-1% -$30.1K 1% 18
2018
Q2 		$2.98M Buy
28,414
+2,354
+9% +$241K 0.93% 19
2018
Q1 		$2.62M Sell
26,060
-454
-2% -$48.2K 0.85% 24
2017
Q4 		$2.85M Buy
26,514
+404
+2% +$41.6K 0.92% 23
2017
Q3 		$2.57M Sell
26,110
-5,630
-18% -$579K 0.85% 25
2017
Q2 		$3.38M Sell
31,740
-4,174
-12% -$457K 0.93% 17
2017
Q1 		$4.07M Sell
35,914
-13,736
-28% -$1.51M 1.28% 12
2016
Q4 		$5.17M Sell
49,650
-2,822
-5% -$275K 1.59% 7
2016
Q3 		$4.87M Buy
52,472
+252
+0.5% +$24.1K 1.4% 10
2016
Q2 		$5.11M Sell
52,220
-34
-0.1% -$3.4K 1.53% 9
2016
Q1 		$5.19M Buy
52,254
+880
+2% +$85K 1.56% 9
2015
Q4 		$5.4M Sell
51,374
-1,368
-3% -$152K 1.55% 8
2015
Q3 		$5.39M Buy
52,742
+158
+0.3% +$17.2K 1.69% 8
2015
Q2 		$6M Buy
52,584
+8,250
+19% +$906K 1.7% 7
2015
Q1 		$4.65M Buy
44,334
+162
+0.4% +$16.3K 1.32% 12
2014
Q4 		$4.16M Buy
44,172
+4,592
+12% +$414K 1.19% 13
2014
Q3 		$3.52M Buy
39,580
+1,484
+4% +$131K 1.01% 15
2014
Q2 		$3.27M Sell
38,096
-223
-0.6% -$18.2K 1.08% 15
2014
Q1 		$3.07M Buy
38,319
+700
+2% +$54.3K 1.06% 15
2013
Q4 		$2.87M Buy
+37,619
New +$2.61M 0.98% 17

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Winslow Evans & Crocker's DIS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Walt Disney (DIS) stake by 9.1% in Q4 2020, buying an estimated $499K and bringing the position to 41,741 shares worth $7.2M. The position accounts for 1.37% of the portfolio, ranked #10.

Winslow Evans & Crocker first reported a position in DIS in Q4 2013 and has held it in 29 quarters since. 3,109 funds tracked by Wall St. Rank hold DIS as of Q4 2020.

  • Winslow Evans & Crocker held 41,741 shares of Walt Disney worth $7.2M as of Q4 2020.
  • Winslow Evans & Crocker bought 3,475 Walt Disney shares in Q4 2020, an estimated $499K.
  • Walt Disney made up 1.37% of Winslow Evans & Crocker's portfolio in Q4 2020, its #10 holding.
  • Winslow Evans & Crocker first reported a position in Walt Disney in Q4 2013 and has held it in 29 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Walt Disney as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.