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Capital Insight Partners’s Walt Disney DIS Stock Holding History

Capital Insight Partners’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
2021
Q3 		– Sell
-1,200
Closed -$211K – 152
2021
Q2 		$211K Sell
1,200
-86
-7% -$15.5K 0.05% 148
2021
Q1 		$237K Buy
1,286
+86
+7% +$15.9K 0.06% 137
2020
Q4 		$217K Buy
+1,200
New +$172K 0.05% 139
2017
Q2 		– Sell
-2,285
Closed -$259K – 74
2017
Q1 		$259K Hold
2,285
– – 0.23% 64
2016
Q4 		$238K Buy
+2,285
New +$223K 0.24% 63
2016
Q3 		– Sell
-2,115
Closed -$207K – 67
2016
Q2 		$207K Hold
2,115
– – 0.2% 57
2016
Q1 		$210K Buy
+2,115
New +$204K 0.21% 53

Other funds holding DIS

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Insight Partners's DIS Position: Q3 2021 in Review

Capital Insight Partners sold out of Walt Disney (DIS) in Q3 2021, closing a stake of 1,200 shares — an estimated $211K sold.

Capital Insight Partners first reported a position in DIS in Q1 2016 and held it in 7 quarters. The position peaked at $259K in Q1 2017. 3,088 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • Capital Insight Partners reported no remaining Walt Disney position as of Q3 2021 after selling out during the quarter.
  • Capital Insight Partners sold 1,200 Walt Disney shares in Q3 2021, an estimated $211K.
  • Capital Insight Partners first reported a position in Walt Disney in Q1 2016 and held it in 7 quarters.
  • Capital Insight Partners's Walt Disney position peaked at $259K in Q1 2017.
  • 3,088 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Capital Insight Partners's 13F filing for Q3 2021, filed 13 Oct 2021.