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Berkshire Money Management’s Walt Disney DIS Stock Holding History

Berkshire Money Management’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
2020
Q3 		– Sell
-2,380
Closed -$265K – 32
2020
Q2 		$265K Buy
+2,380
New +$263K 0.06% 43
2020
Q1 		– Sell
-1,436
Closed -$208K – 78
2019
Q4 		$208K Buy
+1,436
New +$200K 0.04% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Money Management's DIS Position: Q3 2020 in Review

Berkshire Money Management sold out of Walt Disney (DIS) in Q3 2020, closing a stake of 2,380 shares — an estimated $265K sold.

Berkshire Money Management first reported a position in DIS in Q4 2019 and held it in 2 quarters. The position peaked at $265K in Q2 2020. 2,711 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

  • Berkshire Money Management reported no remaining Walt Disney position as of Q3 2020 after selling out during the quarter.
  • Berkshire Money Management sold 2,380 Walt Disney shares in Q3 2020, an estimated $265K.
  • Berkshire Money Management first reported a position in Walt Disney in Q4 2019 and held it in 2 quarters.
  • Berkshire Money Management's Walt Disney position peaked at $265K in Q2 2020.
  • 2,711 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Berkshire Money Management's 13F filing for Q3 2020, filed 26 Oct 2020.