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DIS icon

Bensler’s Walt Disney DIS Stock Holding History

Bensler’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
Q2 		– Sell
-16,344
Closed -$2M – 164
2024
Q1 		$2M Buy
16,344
+26
+0.2% +$2.72K 0.29% 74
2023
Q4 		$1.47M Buy
16,318
+435
+3% +$38.3K 0.24% 81
2023
Q3 		$1.29M Buy
15,883
+672
+4% +$57.4K 0.25% 85
2023
Q2 		$1.36M Sell
15,211
-92
-0.6% -$8.71K 0.26% 86
2023
Q1 		$1.53M Buy
15,303
+428
+3% +$43.1K 0.31% 84
2022
Q4 		$1.29M Buy
14,875
+563
+4% +$53.8K 0.29% 89
2022
Q3 		$1.35M Buy
14,312
+246
+2% +$26.3K 0.32% 85
2022
Q2 		$1.33M Buy
14,066
+164
+1% +$18.2K 0.32% 82
2022
Q1 		$1.91M Buy
13,902
+872
+7% +$126K 0.4% 76
2021
Q4 		$2.02M Buy
+13,030
New +$2.1M 0.56% 61

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bensler's DIS Position: Q2 2024 in Review

Bensler sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 16,344 shares — an estimated $2M sold.

Bensler first reported a position in DIS in Q4 2021 and held it in 10 quarters. The position peaked at $2.02M in Q4 2021. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Bensler reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Bensler sold 16,344 Walt Disney shares in Q2 2024, an estimated $2M.
  • Bensler first reported a position in Walt Disney in Q4 2021 and held it in 10 quarters.
  • Bensler's Walt Disney position peaked at $2.02M in Q4 2021.
  • 3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Bensler's 13F filing for Q2 2024, filed 26 Jul 2024.