Alera Investment Advisors’s Walt Disney DIS Stock Holding History

Alera Investment Advisors’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	$282K	Buy	2,936 +167	+6%	+$15.4K	0.03%	213
2024 Q2	$275K	Buy	+2,769	New	+$298K	0.03%	208
2022 Q2	–	Sell	-1,772	Closed	-$243K	–	189
2022 Q1	$243K	Buy	+1,772	New	+$256K	0.06%	165
2019 Q4	–	Sell	-1,601	Closed	-$209K	–	68
2019 Q3	$209K	Sell	1,601 -13	-0.8%	-$1.8K	0.1%	71
2019 Q2	$225K	Buy	1,614 +25	+2%	+$3.32K	0.12%	66
2019 Q1	$176K	Sell	1,589 -1,946	-55%	-$218K	0.09%	78
2018 Q4	$388K	Buy	+3,535	New	+$402K	0.24%	54

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

Alera Investment Advisors's DIS Position: Q3 2024 in Review

Alera Investment Advisors increased its Walt Disney (DIS) stake by 6% in Q3 2024, buying an estimated $15.4K and bringing the position to 2,936 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #213.

Alera Investment Advisors first reported a position in DIS in Q4 2018 and has held it in 7 quarters since. The position peaked at $388K in Q4 2018. 2,931 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

Alera Investment Advisors held 2,936 shares of Walt Disney worth $282K as of Q3 2024.
Alera Investment Advisors bought 167 Walt Disney shares in Q3 2024, an estimated $15.4K.
Walt Disney made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #213 holding.
Alera Investment Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 7 quarters since.
Alera Investment Advisors's Walt Disney position peaked at $388K in Q4 2018.
2,931 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.