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CFO4Life’s Walt Disney DIS Stock Holding History

CFO4Life’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
2022
Q4 		$268K Buy
+3,085
New +$295K 0.06% 142
2016
Q4 		$303K Buy
2,904
+541
+23% +$52.7K 0.25% 69
2016
Q3 		$219K Buy
+2,363
New +$226K 0.19% 75

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CFO4Life's DIS Position: Q4 2022 in Review

CFO4Life opened a new position in Walt Disney (DIS) in Q4 2022: 3,085 shares worth $268K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings. This is a return to the name: CFO4Life previously reported a position in DIS as recently as Q4 2016.

CFO4Life first reported a position in DIS in Q3 2016 and has held it in 3 quarters since. The position peaked at $303K in Q4 2016. 2,991 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • CFO4Life held 3,085 shares of Walt Disney worth $268K as of Q4 2022.
  • Walt Disney was a new CFO4Life position in Q4 2022.
  • Walt Disney made up 0.06% of CFO4Life's portfolio in Q4 2022, its #142 holding.
  • CFO4Life first reported a position in Walt Disney in Q3 2016 and has held it in 3 quarters since.
  • CFO4Life's Walt Disney position peaked at $303K in Q4 2016.
  • 2,991 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.