Appleton Group’s Walt Disney DIS Stock Holding History

Appleton Group’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 Q4	–	Sell	-1,672	Closed	-$283K	–	54
2021 Q3	$283K	Hold	1,672	–	–	0.24%	40
2021 Q2	$294K	Sell	1,672 -618	-27%	-$111K	0.23%	42
2021 Q1	$423K	Buy	+2,290	New	+$422K	0.55%	18

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Appleton Group's DIS Position: Q4 2021 in Review

Appleton Group sold out of Walt Disney (DIS) in Q4 2021, closing a stake of 1,672 shares — an estimated $283K sold.

Appleton Group first reported a position in DIS in Q1 2021 and held it in 3 quarters. The position peaked at $423K in Q1 2021. 3,368 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

Appleton Group reported no remaining Walt Disney position as of Q4 2021 after selling out during the quarter.
Appleton Group sold 1,672 Walt Disney shares in Q4 2021, an estimated $283K.
Appleton Group first reported a position in Walt Disney in Q1 2021 and held it in 3 quarters.
Appleton Group's Walt Disney position peaked at $423K in Q1 2021.
3,368 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Appleton Group's 13F filing for Q4 2021, filed 9 Feb 2022.