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Bridge Advisory’s Walt Disney DIS Stock Holding History

Bridge Advisory’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
Q3 		$882K Sell
9,166
-91
-1% -$8.37K 0.42% 57
2024
Q2 		$919K Sell
9,257
-104
-1% -$11.2K 0.45% 53
2024
Q1 		$1.15M Buy
9,361
+246
+3% +$25.7K 0.57% 48
2023
Q4 		$823K Sell
9,115
-437
-5% -$38.5K 0.41% 62
2023
Q3 		$774K Buy
9,552
+466
+5% +$39.8K 0.27% 73
2023
Q2 		$811K Buy
9,086
+85
+0.9% +$8.05K 0.3% 64
2023
Q1 		$901K Buy
9,001
+176
+2% +$17.7K 0.35% 60
2022
Q4 		$767K Sell
8,825
-67
-0.8% -$6.41K 0.32% 66
2022
Q3 		$839K Buy
8,892
+222
+3% +$23.8K 0.41% 60
2022
Q2 		$812K Sell
8,670
-51
-0.6% -$5.66K 0.39% 58
2022
Q1 		$1.2M Sell
8,721
-86
-1% -$12.4K 0.52% 38
2021
Q4 		$1.36M Sell
8,807
-12
-0.1% -$1.94K 0.62% 31
2021
Q3 		$1.49M Sell
8,819
-146
-2% -$26K 0.73% 24
2021
Q2 		$1.58M Buy
8,965
+112
+1% +$20.1K 0.8% 22
2021
Q1 		$1.63M Sell
8,853
-336
-4% -$62K 1.01% 18
2020
Q4 		$1.67M Buy
+9,189
New +$1.32M 0.78% 21

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bridge Advisory's DIS Position: Q3 2024 in Review

Bridge Advisory reduced its Walt Disney (DIS) stake by 0.98% in Q3 2024, selling an estimated $8.37K and leaving 9,166 shares worth $882K. The position accounts for 0.42% of the portfolio, ranked #57.

Bridge Advisory first reported a position in DIS in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.67M in Q4 2020. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • Bridge Advisory held 9,166 shares of Walt Disney worth $882K as of Q3 2024.
  • Bridge Advisory sold 91 Walt Disney shares in Q3 2024, an estimated $8.37K.
  • Walt Disney made up 0.42% of Bridge Advisory's portfolio in Q3 2024, its #57 holding.
  • Bridge Advisory first reported a position in Walt Disney in Q4 2020 and has held it in 16 quarters since.
  • Bridge Advisory's Walt Disney position peaked at $1.67M in Q4 2020.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.