BTG Pactual Global Asset Management’s Walt Disney DIS Stock Holding History

BTG Pactual Global Asset 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
2024 Q1	$4.89M	Buy	+40,000	New	+$4.18M	0.82%	50
2022 Q4	–	Sell	-50,000	Closed	-$4.72M	–	59
2022 Q3	$4.72M	Sell	50,000 -20,000	-29%	-$2.14M	1.23%	40
2022 Q2	$6.61M	Buy	+70,000	New	+$7.77M	1.23%	31
2021 Q4	–	Sell	-25,000	Closed	-$4.23M	–	62
2021 Q3	$4.23M	Buy	+25,000	New	+$4.46M	0.73%	75
2021 Q1	–	Sell	-40,000	Closed	-$7.25M	–	82
2020 Q4	$7.25M	Buy	+40,000	New	+$5.74M	1.01%	19

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTG Pactual Global Asset Management's DIS Position: Q4 2022 in Review

BTG Pactual Global Asset Management sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 4,459 shares — an estimated $421K sold.

BTG Pactual Global Asset Management first reported a position in DIS in Q2 2013 and held it in 6 quarters. The position peaked at $1.53M in Q2 2022. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

BTG Pactual Global Asset Management reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
BTG Pactual Global Asset Management sold 4,459 Walt Disney shares in Q4 2022, an estimated $421K.
BTG Pactual Global Asset Management first reported a position in Walt Disney in Q2 2013 and held it in 6 quarters.
BTG Pactual Global Asset Management's Walt Disney position peaked at $1.53M in Q2 2022.
2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on BTG Pactual Global Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.