BAIA
DIS icon

Bel Air Investment Advisors’s Walt Disney DIS Stock Holding History

Bel Air Investment 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
2021
Q2 		$19.9M Buy
113,181
+12,818
+13% +$2.31M 0.61% 37
2021
Q1 		$18.5M Buy
+100,363
New +$18.5M 0.58% 38
2013
Q3 		$25M Buy
387,816
+2,068
+0.5% +$133K 3.5% 8
2013
Q2 		$24.4M Buy
+385,748
New +$24.4M 3.57% 8

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

Bel Air Investment Advisors's DIS Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Walt Disney (DIS) stake by 13% in Q2 2021, buying an estimated $2.31M and bringing the position to 113,181 shares worth $19.9M. The position accounts for 0.61% of the portfolio, ranked #37.

Bel Air Investment Advisors first reported a position in DIS in Q2 2013 and has held it in 4 quarters since. The position peaked at $25M in Q3 2013. 3,102 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Bel Air Investment Advisors held 113,181 shares of Walt Disney worth $19.9M as of Q2 2021.
  • Bel Air Investment Advisors bought 12,818 Walt Disney shares in Q2 2021, an estimated $2.31M.
  • Walt Disney made up 0.61% of Bel Air Investment Advisors's portfolio in Q2 2021, its #37 holding.
  • Bel Air Investment Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's Walt Disney position peaked at $25M in Q3 2013.
  • 3,102 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.