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Capital Group Investment Management’s Walt Disney DIS Stock Holding History

Capital Group Investment 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
2023
Q3 		– Sell
-3,497
Closed -$312K – 203
2023
Q2 		$312K Hold
3,497
– – 0.02% 192
2023
Q1 		$350K Buy
+3,497
New +$353K 0.02% 192

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Group Investment Management's DIS Position: Q3 2023 in Review

Capital Group Investment Management sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 3,497 shares — an estimated $312K sold.

Capital Group Investment Management first reported a position in DIS in Q1 2023 and held it in 2 quarters. The position peaked at $350K in Q1 2023. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Capital Group Investment Management reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Capital Group Investment Management sold 3,497 Walt Disney shares in Q3 2023, an estimated $312K.
  • Capital Group Investment Management first reported a position in Walt Disney in Q1 2023 and held it in 2 quarters.
  • Capital Group Investment Management's Walt Disney position peaked at $350K in Q1 2023.
  • 2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Capital Group Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.