Number of Shares
177,279.00
Current Holdings Value*
$14.37 Mil
% of Portfolio
22.37%
Total Estimate Gain
$-6.65 Mil
% of Total Estimate Gain
-23.21%

LEWIS CAPITAL MANAGEMENT, LLC's The Walt Disney Co Holding Summary

As of 2023-09-30, LEWIS CAPITAL MANAGEMENT, LLC held 177,279.00 shares of The Walt Disney Co(DIS), totaling $14.37 Mil. This investment constitutes 22.37% of their stock portfolio, and LEWIS CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2021Q4. And since then LEWIS CAPITAL MANAGEMENT, LLC has made 4 purchases of DIS, at an average price of $159.73, for a total of 179,370.00 shares. In addition, there have been 3 sales at an average price of $105.00 for 2,091.00 shares. Based on historical transaction data and DIS's current price of $122.86, LEWIS CAPITAL MANAGEMENT, LLC's estimated gain on his DIS holdings is $-6.65 Mil, reflecting a -23.21% gain to date.

LEWIS CAPITAL MANAGEMENT, LLC DIS ($122.86) Holding Chart

LEWIS CAPITAL MANAGEMENT, LLC DIS ($122.86) 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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