AJOVista’s Walt Disney DIS Stock Holding History

AJOVista’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
2024 Q3	–	Sell	-2,368	Closed	-$235K	–	132
2024 Q2	$235K	Hold	2,368	–	–	0.68%	34
2024 Q1	$290K	Hold	2,368	–	–	0.78%	21
2023 Q4	$214K	Buy	+2,368	New	+$209K	0.27%	55

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJOVista's DIS Position: Q3 2024 in Review

AJOVista sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 2,368 shares — an estimated $235K sold.

AJOVista first reported a position in DIS in Q4 2023 and held it in 3 quarters. The position peaked at $290K in Q1 2024. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

AJOVista reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
AJOVista sold 2,368 Walt Disney shares in Q3 2024, an estimated $235K.
AJOVista first reported a position in Walt Disney in Q4 2023 and held it in 3 quarters.
AJOVista's Walt Disney position peaked at $290K in Q1 2024.
2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.