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Advanced Portfolio Management’s Walt Disney DIS Stock Holding History

Advanced Portfolio 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
Q4 		– Sell
-75,000
Closed -$6.08M – 77
2023
Q3 		$6.08M Buy
75,000
+5,000
+7% +$427K 5.11% 3
2023
Q2 		$6.25M Buy
+70,000
New +$6.63M 5.7% 1

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advanced Portfolio Management's DIS Position: Q4 2023 in Review

Advanced Portfolio Management sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 75,000 shares — an estimated $6.08M sold.

Advanced Portfolio Management first reported a position in DIS in Q2 2023 and held it in 2 quarters. The position peaked at $6.25M in Q2 2023. 2,999 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Advanced Portfolio Management reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Advanced Portfolio Management sold 75,000 Walt Disney shares in Q4 2023, an estimated $6.08M.
  • Advanced Portfolio Management first reported a position in Walt Disney in Q2 2023 and held it in 2 quarters.
  • Advanced Portfolio Management's Walt Disney position peaked at $6.25M in Q2 2023.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Advanced Portfolio Management's 13F filing for Q4 2023, filed 14 Feb 2024.