Bull Oak Capital’s Walt Disney DIS Stock Holding History

Bull Oak Capital’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 Q4	–	Sell	-230	Closed	-$22.1K	–	43
2024 Q3	$22.1K	Buy	+230	New	+$21.2K	0.01%	59

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bull Oak Capital's DIS Position: Q4 2024 in Review

Bull Oak Capital sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 230 shares — an estimated $22.1K sold.

Bull Oak Capital first reported a position in DIS in Q3 2024 and held it in 1 quarter. The position peaked at $22.1K in Q3 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

Bull Oak Capital reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
Bull Oak Capital sold 230 Walt Disney shares in Q4 2024, an estimated $22.1K.
Bull Oak Capital first reported a position in Walt Disney in Q3 2024 and held it in 1 quarter.
Bull Oak Capital's Walt Disney position peaked at $22.1K in Q3 2024.
3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.