BSI
DIS icon

Bennett Selby Investments’s Walt Disney DIS Stock Holding History

Bennett Selby Investments’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
Q1 		– Sell
-3,436
Closed -$299K – 55
2022
Q4 		$299K Sell
3,436
-930
-21% -$89K 0.22% 45
2022
Q3 		$412K Sell
4,366
-7
-0.2% -$749 0.33% 43
2022
Q2 		$413K Sell
4,373
-610
-12% -$67.7K 0.32% 42
2022
Q1 		$683K Buy
4,983
+10
+0.2% +$1.45K 0.41% 37
2021
Q4 		$770K Buy
4,973
+114
+2% +$18.4K 0.44% 33
2021
Q3 		$822K Buy
4,859
+14
+0.3% +$2.5K 0.54% 33
2021
Q2 		$852K Hold
4,845
– – 0.58% 31
2021
Q1 		$894K Buy
4,845
+1
+0% +$184 0.7% 32
2020
Q4 		$878K Buy
+4,844
New +$695K 0.75% 31

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
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

Bennett Selby Investments's DIS Position: Q1 2023 in Review

Bennett Selby Investments sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 3,436 shares — an estimated $299K sold.

Bennett Selby Investments first reported a position in DIS in Q4 2020 and held it in 9 quarters. The position peaked at $894K in Q1 2021. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Bennett Selby Investments reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Bennett Selby Investments sold 3,436 Walt Disney shares in Q1 2023, an estimated $299K.
  • Bennett Selby Investments first reported a position in Walt Disney in Q4 2020 and held it in 9 quarters.
  • Bennett Selby Investments's Walt Disney position peaked at $894K in Q1 2021.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Bennett Selby Investments's 13F filing for Q1 2023, filed 8 May 2023.