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Brian C. Broderick’s Walt Disney DIS Stock Holding History

Brian C. Broderick’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
-2,962
Closed -$240K – 76
2023
Q3 		$240K Sell
2,962
-4,755
-62% -$406K 0.07% 73
2023
Q2 		$689K Buy
7,717
+175
+2% +$16.6K 0.18% 54
2023
Q1 		$755K Sell
7,542
-1,135
-13% -$114K 0.21% 50
2022
Q4 		$754K Sell
8,677
-43,503
-83% -$4.16M 0.22% 52
2022
Q3 		$4.92M Buy
52,180
+254
+0.5% +$27.2K 1.54% 28
2022
Q2 		$4.9M Sell
51,926
-69
-0.1% -$7.66K 1.49% 28
2022
Q1 		$7.13M Buy
51,995
+1,021
+2% +$148K 1.82% 22
2021
Q4 		$7.89M Buy
50,974
+5,193
+11% +$839K 1.9% 21
2021
Q3 		$7.75M Buy
45,781
+5,077
+12% +$905K 2.07% 21
2021
Q2 		$7.16M Buy
40,704
+297
+0.7% +$53.4K 1.9% 22
2021
Q1 		$7.46M Buy
40,407
+103
+0.3% +$19K 2.15% 19
2020
Q4 		$7.3M Buy
40,304
+1,114
+3% +$160K 2.17% 20
2020
Q3 		$4.86M Buy
39,190
+579
+1% +$72.4K 1.55% 25
2020
Q2 		$4.3M Sell
38,611
-97
-0.3% -$10.7K 1.43% 27
2020
Q1 		$3.74M Buy
38,708
+2,657
+7% +$336K 1.48% 29
2019
Q4 		$5.21M Buy
36,051
+1,761
+5% +$246K 1.69% 24
2019
Q3 		$4.47M Buy
34,290
+6,187
+22% +$856K 1.54% 27
2019
Q2 		$3.92M Buy
28,103
+2,419
+9% +$321K 1.37% 30
2019
Q1 		$2.85M Buy
25,684
+17,285
+206% +$1.93M 1.02% 40
2018
Q4 		$921K Buy
+8,399
New +$955K 0.39% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Brian C. Broderick's DIS Position: Q4 2023 in Review

Brian C. Broderick sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 2,962 shares — an estimated $240K sold.

Brian C. Broderick first reported a position in DIS in Q4 2018 and held it in 20 quarters. The position peaked at $7.89M in Q4 2021. 2,999 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Brian C. Broderick reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Brian C. Broderick sold 2,962 Walt Disney shares in Q4 2023, an estimated $240K.
  • Brian C. Broderick first reported a position in Walt Disney in Q4 2018 and held it in 20 quarters.
  • Brian C. Broderick's Walt Disney position peaked at $7.89M in Q4 2021.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Brian C. Broderick's 13F filing for Q4 2023, filed 14 Feb 2024.