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Cedar Capital’s Walt Disney DIS Stock Holding History

Cedar Capital’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
2020
Q4 		– Sell
-4,001
Closed -$496K – 90
2020
Q3 		$496K Buy
4,001
+1,571
+65% +$196K 0.16% 135
2020
Q2 		$271K Sell
2,430
-1,090
-31% -$120K 0.1% 158
2020
Q1 		$340K Sell
3,520
-1,320
-27% -$167K 0.16% 119
2019
Q4 		$700K Buy
4,840
+163
+3% +$22.8K 0.32% 106
2019
Q3 		$610K Buy
4,677
+254
+6% +$35.1K 0.29% 102
2019
Q2 		$618K Buy
4,423
+815
+23% +$108K 0.26% 98
2019
Q1 		$401K Sell
3,608
-107
-3% -$12K 0.18% 127
2018
Q4 		$407K Buy
3,715
+58
+2% +$6.59K 0.21% 112
2018
Q3 		$428K Sell
3,657
-554
-13% -$61.7K 0.17% 130
2018
Q2 		$441K Buy
4,211
+65
+2% +$6.65K 0.19% 102
2018
Q1 		$416K Buy
4,146
+711
+21% +$75.6K 0.19% 96
2017
Q4 		$369K Buy
3,435
+657
+24% +$67.7K 0.18% 87
2017
Q3 		$274K Buy
2,778
+566
+26% +$58.2K 0.13% 91
2017
Q2 		$235K Buy
2,212
+84
+4% +$9.2K 0.1% 97
2017
Q1 		$241K Buy
+2,128
New +$234K 0.1% 84

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cedar Capital's DIS Position: Q4 2020 in Review

Cedar Capital sold out of Walt Disney (DIS) in Q4 2020, closing a stake of 4,001 shares — an estimated $496K sold.

Cedar Capital first reported a position in DIS in Q1 2017 and held it in 15 quarters. The position peaked at $700K in Q4 2019. 3,109 funds tracked by Wall St. Rank hold DIS as of Q4 2020.

  • Cedar Capital reported no remaining Walt Disney position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 4,001 Walt Disney shares in Q4 2020, an estimated $496K.
  • Cedar Capital first reported a position in Walt Disney in Q1 2017 and held it in 15 quarters.
  • Cedar Capital's Walt Disney position peaked at $700K in Q4 2019.
  • 3,109 funds tracked by Wall St. Rank held Walt Disney as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.