BFW
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Brady Family Wealth’s Walt Disney DIS Stock Holding History

Brady Family Wealth’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
Q4 		– Sell
-2,978
Closed -$241K – 120
2023
Q3 		$241K Sell
2,978
-1,008
-25% -$86.1K 0.09% 107
2023
Q2 		$356K Sell
3,986
-30,459
-88% -$2.89M 0.13% 92
2023
Q1 		$3.45M Buy
34,445
+1,328
+4% +$134K 1.36% 29
2022
Q4 		$2.88M Buy
+33,117
New +$3.17M 1.19% 35

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brady Family Wealth's DIS Position: Q4 2023 in Review

Brady Family Wealth sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 2,978 shares — an estimated $241K sold.

Brady Family Wealth first reported a position in DIS in Q4 2022 and held it in 4 quarters. The position peaked at $3.45M in Q1 2023. 3,004 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Brady Family Wealth reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Brady Family Wealth sold 2,978 Walt Disney shares in Q4 2023, an estimated $241K.
  • Brady Family Wealth first reported a position in Walt Disney in Q4 2022 and held it in 4 quarters.
  • Brady Family Wealth's Walt Disney position peaked at $3.45M in Q1 2023.
  • 3,004 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Brady Family Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.