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Carl Stuart Investment Advisor’s Walt Disney DIS Stock Holding History

Carl Stuart Investment Advisor’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
Q2 		– Sell
-464
Closed -$280K – 34
2023
Q1 		$280K Buy
+464
New +$46.8K 0.27% 24
2022
Q3 		– Sell
-2,150
Closed -$209K – 26
2022
Q2 		$209K Hold
2,150
– – 0.18% 24
2022
Q1 		$2.95M Hold
2,150
– – 0.21% 17
2021
Q4 		$333K Buy
+2,150
New +$347K 0.24% 17

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carl Stuart Investment Advisor's DIS Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 464 shares — an estimated $280K sold.

Carl Stuart Investment Advisor first reported a position in DIS in Q4 2021 and held it in 4 quarters. The position peaked at $2.95M in Q1 2022. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 464 Walt Disney shares in Q2 2023, an estimated $280K.
  • Carl Stuart Investment Advisor first reported a position in Walt Disney in Q4 2021 and held it in 4 quarters.
  • Carl Stuart Investment Advisor's Walt Disney position peaked at $2.95M in Q1 2022.
  • 2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.