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440 Investment Group’s Walt Disney DIS Stock Holding History

440 Investment Group’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
2017
Q4 		$3.28M Sell
30,536
-8,854
-22% -$912K 2.34% 10
2017
Q3 		$3.88M Buy
39,390
+7,663
+24% +$788K 2.96% 6
2017
Q2 		$3.37M Buy
31,727
+4,415
+16% +$483K 2.69% 9
2017
Q1 		$3.1M Buy
+27,312
New +$3.01M 2.77% 9

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

440 Investment Group's DIS Position: Q4 2017 in Review

440 Investment Group reduced its Walt Disney (DIS) stake by 22% in Q4 2017, selling an estimated $912K and leaving 30,536 shares worth $3.28M. The position accounts for 2.34% of the portfolio, ranked #10.

440 Investment Group first reported a position in DIS in Q1 2017 and has held it in 4 quarters since. The position peaked at $3.88M in Q3 2017. 2,108 funds tracked by Wall St. Rank hold DIS as of Q4 2017.

  • 440 Investment Group held 30,536 shares of Walt Disney worth $3.28M as of Q4 2017.
  • 440 Investment Group sold 8,854 Walt Disney shares in Q4 2017, an estimated $912K.
  • Walt Disney made up 2.34% of 440 Investment Group's portfolio in Q4 2017, its #10 holding.
  • 440 Investment Group first reported a position in Walt Disney in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's Walt Disney position peaked at $3.88M in Q3 2017.
  • 2,108 funds tracked by Wall St. Rank held Walt Disney as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.