Number of Shares
6,321.00
Current Holdings Value*
$623,880.00
% of Portfolio
1.49%
Total Estimate Gain
$90,078.18
% of Total Estimate Gain
5.88%

Ancora Dividend Value Equity Fund's The Walt Disney Co Holding Summary

As of 2025-03-31, ANCORA TRUST held 6,321.00 shares of The Walt Disney Co(DIS), totaling $623,880.00. This investment constitutes 1.49% of their stock portfolio, and ANCORA TRUST now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2020Q1. And since then Ancora Dividend Value Equity Fund has made 1 purchases of DIS, at an average price of $117.26, for a total of 13,071.00 shares. In addition, there have been 4 sales at an average price of $125.37 for 6,750.00 shares. Based on historical transaction data and DIS's current price of $122.85, Ancora Dividend Value Equity Fund's estimated gain on his DIS holdings is $90,078.18, reflecting a 5.88% gain to date.

Ancora Dividend Value Equity Fund DIS ($122.85) Holding Chart

Ancora Dividend Value Equity Fund DIS ($122.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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