Wolff Financial Management’s Walt Disney DIS Stock Holding History

Wolff Financial 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
2023 Q2	–	Sell	-2,625	Closed	-$263K	–	47
2023 Q1	$263K	Buy	2,625 +2	+0.1%	+$202	0.09%	87
2022 Q4	$228K	Buy	2,623 +1	+0%	+$96	0.08%	93
2022 Q3	$247K	Sell	2,622 -1	-0%	-$107	0.11%	89
2022 Q2	$248K	Sell	2,623 -300	-10%	-$33.3K	0.11%	88
2022 Q1	$401K	Sell	2,923 -2	-0.1%	-$289	0.16%	81
2021 Q4	$453K	Buy	+2,925	New	+$472K	0.17%	76
2021 Q1	$533K	Sell	2,886 -139	-5%	-$25.6K	0.24%	64
2020 Q4	$548K	Hold	3,025	–	–	0.29%	55
2020 Q3	$375K	Hold	3,025	–	–	0.22%	63
2020 Q2	$337K	Buy	3,025 +244	+9%	+$26.9K	0.21%	65
2020 Q1	$269K	Buy	2,781 +989	+55%	+$125K	0.2%	70
2019 Q4	$259K	Buy	+1,792	New	+$250K	0.17%	74

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wolff Financial Management's DIS Position: Q2 2023 in Review

Wolff Financial Management sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,625 shares — an estimated $263K sold.

Wolff Financial Management first reported a position in DIS in Q4 2019 and held it in 12 quarters. The position peaked at $548K in Q4 2020. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Wolff Financial Management reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Wolff Financial Management sold 2,625 Walt Disney shares in Q2 2023, an estimated $263K.
Wolff Financial Management first reported a position in Walt Disney in Q4 2019 and held it in 12 quarters.
Wolff Financial Management's Walt Disney position peaked at $548K in Q4 2020.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Wolff Financial Management's 13F filing for Q2 2023, filed 18 Jul 2023.