AFS
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Aft Forsyth & Sober’s Walt Disney DIS Stock Holding History

Aft Forsyth & Sober’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
2021
Q4 		– Sell
-6,400
Closed -$1.08M – 89
2021
Q3 		$1.08M Hold
6,400
– – 0.41% 71
2021
Q2 		$1.13M Hold
6,400
– – 0.42% 59
2021
Q1 		$1.18M Buy
+6,400
New +$1.18M 0.48% 44

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aft Forsyth & Sober's DIS Position: Q4 2021 in Review

Aft Forsyth & Sober sold out of Walt Disney (DIS) in Q4 2021, closing a stake of 6,400 shares — an estimated $1.08M sold.

Aft Forsyth & Sober first reported a position in DIS in Q1 2021 and held it in 3 quarters. The position peaked at $1.18M in Q1 2021. 3,368 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

  • Aft Forsyth & Sober reported no remaining Walt Disney position as of Q4 2021 after selling out during the quarter.
  • Aft Forsyth & Sober sold 6,400 Walt Disney shares in Q4 2021, an estimated $1.08M.
  • Aft Forsyth & Sober first reported a position in Walt Disney in Q1 2021 and held it in 3 quarters.
  • Aft Forsyth & Sober's Walt Disney position peaked at $1.18M in Q1 2021.
  • 3,368 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Aft Forsyth & Sober's 13F filing for Q4 2021, filed 11 Feb 2022.