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Cavalier Investments’s Walt Disney DIS Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-6,103
Closed -$530K – 74
2022
Q4 		$530K Sell
6,103
-392
-6% -$37.5K 0.19% 86
2022
Q3 		$613K Sell
6,495
-2,425
-27% -$260K 0.22% 77
2022
Q2 		$842K Buy
8,920
+174
+2% +$19.3K 0.29% 70
2022
Q1 		$1.2M Sell
8,746
-991
-10% -$143K 0.31% 77
2021
Q4 		$1.51M Buy
9,737
+1,050
+12% +$170K 0.39% 83
2021
Q3 		$1.47M Sell
8,687
-194
-2% -$34.6K 0.46% 86
2021
Q2 		$1.56M Hold
8,881
– – 0.56% 68
2021
Q1 		$1.64M Hold
8,881
– – 0.71% 45
2020
Q4 		$1.61M Buy
8,881
+2,220
+33% +$319K 0.74% 49
2020
Q3 		$826K Sell
6,661
-3,995
-37% -$499K 0.56% 53
2020
Q2 		$1.19M Buy
+10,656
New +$1.18M 0.69% 53

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cavalier Investments's DIS Position: Q1 2023 in Review

Cavalier Investments sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 6,103 shares — an estimated $530K sold.

Cavalier Investments first reported a position in DIS in Q2 2020 and held it in 11 quarters. The position peaked at $1.64M in Q1 2021. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Cavalier Investments reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 6,103 Walt Disney shares in Q1 2023, an estimated $530K.
  • Cavalier Investments first reported a position in Walt Disney in Q2 2020 and held it in 11 quarters.
  • Cavalier Investments's Walt Disney position peaked at $1.64M in Q1 2021.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.