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Altman Advisors’s Walt Disney DIS Stock Holding History

Altman 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
2020
Q3 		– Sell
-15,679
Closed -$1.75M – 82
2020
Q2 		$1.75M Buy
15,679
+223
+1% +$24.6K 1.49% 34
2020
Q1 		$1.49M Sell
15,456
-607
-4% -$76.7K 1.39% 34
2019
Q4 		$2.32M Sell
16,063
-34
-0.2% -$4.75K 1.86% 24
2019
Q3 		$2.1M Sell
16,097
-14
-0.1% -$1.94K 1.78% 26
2019
Q2 		$2.25M Buy
16,111
+248
+2% +$32.9K 1.89% 20
2019
Q1 		$1.76M Sell
15,863
-376
-2% -$42K 1.62% 37
2018
Q4 		$1.78M Sell
16,239
-28
-0.2% -$3.18K 1.95% 21
2018
Q3 		$1.9M Buy
+16,267
New +$1.81M 1.71% 35
2018
Q2 		– Sell
-14,016
Closed -$1.41M – 78
2018
Q1 		$1.41M Buy
14,016
+358
+3% +$38K 1.35% 45
2017
Q4 		$1.47M Buy
+13,658
New +$1.41M 1.28% 43

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altman Advisors's DIS Position: Q3 2020 in Review

Altman Advisors sold out of Walt Disney (DIS) in Q3 2020, closing a stake of 15,679 shares — an estimated $1.75M sold.

Altman Advisors first reported a position in DIS in Q4 2017 and held it in 10 quarters. The position peaked at $2.32M in Q4 2019. 2,710 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

  • Altman Advisors reported no remaining Walt Disney position as of Q3 2020 after selling out during the quarter.
  • Altman Advisors sold 15,679 Walt Disney shares in Q3 2020, an estimated $1.75M.
  • Altman Advisors first reported a position in Walt Disney in Q4 2017 and held it in 10 quarters.
  • Altman Advisors's Walt Disney position peaked at $2.32M in Q4 2019.
  • 2,710 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Altman Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.