Appaloosa LP’s Walt Disney DIS Stock Holding History

Appaloosa LP’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
2023 Q2	–	Sell	-300,000	Closed	-$30M	–	43
2023 Q1	$30M	Hold	300,000	–	–	1.59%	17
2022 Q4	$26.1M	Buy	+300,000	New	+$28.7M	1.93%	14
2022 Q3	–	Sell	-50,000	Closed	-$4.72M	–	25
2022 Q2	$4.72M	Buy	+50,000	New	+$5.55M	0.3%	30
2021 Q2	–	Sell	-345,000	Closed	-$63.7M	–	58
2021 Q1	$63.7M	Sell	345,000 -400,000	-54%	-$73.8M	0.91%	32
2020 Q4	$135M	Sell	745,000 -135,000	-15%	-$19.4M	2.02%	14
2020 Q3	$109M	Sell	880,000 -320,000	-27%	-$40M	1.93%	15
2020 Q2	$134M	Buy	+1,200,000	New	+$132M	2.32%	12

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Appaloosa LP's DIS Position: Q2 2023 in Review

Appaloosa LP sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 300,000 shares — an estimated $30M sold.

Appaloosa LP first reported a position in DIS in Q2 2020 and held it in 7 quarters. The position peaked at $135M in Q4 2020. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Appaloosa LP reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Appaloosa LP sold 300,000 Walt Disney shares in Q2 2023, an estimated $30M.
Appaloosa LP first reported a position in Walt Disney in Q2 2020 and held it in 7 quarters.
Appaloosa LP's Walt Disney position peaked at $135M in Q4 2020.
2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Appaloosa LP's 13F filing for Q2 2023, filed 14 Aug 2023.