CIG
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Cascade Investment Group’s Walt Disney DIS Stock Holding History

Cascade Investment Group’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
Q2 		– Sell
-2,289
Closed -$280K – 137
2024
Q1 		$280K Sell
2,289
-75
-3% -$7.83K 0.21% 112
2023
Q4 		$213K Sell
2,364
-241
-9% -$21.2K 0.17% 129
2023
Q3 		$211K Buy
2,605
+277
+12% +$23.7K 0.2% 113
2023
Q2 		$208K Sell
2,328
-383
-14% -$36.3K 0.19% 117
2023
Q1 		$271K Buy
2,711
+40
+1% +$4.03K 0.27% 97
2022
Q4 		$232K Buy
+2,671
New +$255K 0.24% 106

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascade Investment Group's DIS Position: Q2 2024 in Review

Cascade Investment Group sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 2,289 shares — an estimated $280K sold.

Cascade Investment Group first reported a position in DIS in Q4 2022 and held it in 6 quarters. The position peaked at $280K in Q1 2024. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Cascade Investment Group reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Cascade Investment Group sold 2,289 Walt Disney shares in Q2 2024, an estimated $280K.
  • Cascade Investment Group first reported a position in Walt Disney in Q4 2022 and held it in 6 quarters.
  • Cascade Investment Group's Walt Disney position peaked at $280K in Q1 2024.
  • 3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Cascade Investment Group's 13F filing for Q2 2024, filed 16 Jul 2024.