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Ameritas Investment Company’s Walt Disney DIS Stock Holding History

Ameritas Investment Company’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
Q3 		$7.76M Buy
45,895
+23,037
+101% +$4.11M 0.36% 61
2021
Q2 		$7.43M Sell
22,858
-10,680
-32% -$1.92M 0.36% 53
2021
Q1 		$6.19M Buy
33,538
+10,005
+43% +$1.85M 0.54% 40
2020
Q4 		$4.26M Sell
23,533
-5,409
-19% -$776K 0.83% 19
2020
Q3 		$3.23M Hold
28,942
– – 1.01% 17
2020
Q2 		$3.23M Sell
28,942
-5,165
-15% -$570K 0.93% 18
2020
Q1 		$3.27M Buy
34,107
+16,455
+93% +$2.08M 0.52% 35
2019
Q4 		$2.55M Sell
17,652
-2,966
-14% -$414K 0.54% 36
2019
Q3 		$2.7M Buy
20,618
+3,344
+19% +$462K 0.54% 32
2019
Q2 		$2.41M Buy
17,274
+3,977
+30% +$527K 1.14% 18
2019
Q1 		$1.48M Buy
+13,297
New +$1.49M 0.27% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Investment Company's DIS Position: Q3 2021 in Review

Ameritas Investment Company increased its Walt Disney (DIS) stake by 101% in Q3 2021, buying an estimated $4.11M and bringing the position to 45,895 shares worth $7.76M. The position accounts for 0.36% of the portfolio, ranked #61.

Ameritas Investment Company first reported a position in DIS in Q1 2019 and has held it in 11 quarters since. 3,088 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • Ameritas Investment Company held 45,895 shares of Walt Disney worth $7.76M as of Q3 2021.
  • Ameritas Investment Company bought 23,037 Walt Disney shares in Q3 2021, an estimated $4.11M.
  • Walt Disney made up 0.36% of Ameritas Investment Company's portfolio in Q3 2021, its #61 holding.
  • Ameritas Investment Company first reported a position in Walt Disney in Q1 2019 and has held it in 11 quarters since.
  • 3,088 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.