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Baron Financial Group’s Walt Disney DIS Stock Holding History

Baron Financial 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
2022
Q3 		– Sell
-772
Closed -$72.9K – 89
2022
Q2 		$72.9K Hold
772
– – 0.05% 70
2022
Q1 		$106K Hold
772
– – 0.06% 63
2021
Q4 		$120K Hold
772
– – 0.07% 59
2021
Q3 		$131K Hold
772
– – 0.08% 57
2021
Q2 		$136K Hold
772
– – 0.08% 58
2021
Q1 		$142K Buy
772
+175
+29% +$32.3K 0.1% 54
2020
Q4 		$108K Hold
597
– – 0.09% 61
2020
Q3 		$74.1K Buy
+597
New +$74.6K 0.07% 70

Other funds holding DIS

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

Baron Financial Group's DIS Position: Q3 2022 in Review

Baron Financial Group sold out of Walt Disney (DIS) in Q3 2022, closing a stake of 772 shares — an estimated $72.9K sold.

Baron Financial Group first reported a position in DIS in Q3 2020 and held it in 8 quarters. The position peaked at $142K in Q1 2021. 3,000 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

  • Baron Financial Group reported no remaining Walt Disney position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 772 Walt Disney shares in Q3 2022, an estimated $72.9K.
  • Baron Financial Group first reported a position in Walt Disney in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Walt Disney position peaked at $142K in Q1 2021.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.