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Benedetti & Gucer’s Walt Disney DIS Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$1.93M Sell
15,730
-1,020
-6% -$107K 0.96% 19
2023
Q4 		$1.51M Sell
16,750
-378
-2% -$33.3K 0.79% 24
2023
Q3 		$1.39M Sell
17,128
-258
-1% -$22K 0.76% 26
2023
Q2 		$1.55M Buy
17,386
+614
+4% +$58.2K 0.8% 24
2023
Q1 		$1.68M Buy
16,772
+6,241
+59% +$629K 0.96% 20
2022
Q4 		$915K Buy
10,531
+200
+2% +$19.1K 0.67% 30
2022
Q3 		$975K Sell
10,331
-34
-0.3% -$3.64K 0.77% 27
2022
Q2 		$979K Sell
10,365
-463
-4% -$51.4K 0.66% 34
2022
Q1 		$1.49M Buy
10,828
+686
+7% +$99.2K 0.99% 19
2021
Q4 		$1.57M Buy
10,142
+334
+3% +$53.9K 1.06% 19
2021
Q3 		$1.66M Sell
9,808
-245
-2% -$43.7K 1.26% 18
2021
Q2 		$1.77M Sell
10,053
-230
-2% -$41.4K 1.59% 13
2021
Q1 		$1.9M Buy
+10,283
New +$1.9M 1.74% 12

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benedetti & Gucer's DIS Position: Q1 2024 in Review

Benedetti & Gucer reduced its Walt Disney (DIS) stake by 6.1% in Q1 2024, selling an estimated $107K and leaving 15,730 shares worth $1.93M. The position accounts for 0.96% of the portfolio, ranked #19.

Benedetti & Gucer first reported a position in DIS in Q1 2021 and has held it in 13 quarters since. 3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Benedetti & Gucer held 15,730 shares of Walt Disney worth $1.93M as of Q1 2024.
  • Benedetti & Gucer sold 1,020 Walt Disney shares in Q1 2024, an estimated $107K.
  • Walt Disney made up 0.96% of Benedetti & Gucer's portfolio in Q1 2024, its #19 holding.
  • Benedetti & Gucer first reported a position in Walt Disney in Q1 2021 and has held it in 13 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.