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Clough Capital Partners’s Walt Disney DIS Stock Holding History

Clough Capital Partners’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
Q3 		– Sell
-40,300
Closed -$3.6M – 216
2023
Q2 		$3.6M Sell
40,300
-16,100
-29% -$1.53M 0.36% 81
2023
Q1 		$5.65M Buy
+56,400
New +$5.69M 0.61% 59
2021
Q2 		– Sell
-141,360
Closed -$26.1M – 145
2021
Q1 		$26.1M Buy
+141,360
New +$26.1M 1.16% 30

Other funds holding DIS

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clough Capital Partners's DIS Position: Q3 2023 in Review

Clough Capital Partners sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 40,300 shares — an estimated $3.6M sold.

Clough Capital Partners first reported a position in DIS in Q1 2021 and held it in 3 quarters. The position peaked at $26.1M in Q1 2021. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Clough Capital Partners reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Clough Capital Partners sold 40,300 Walt Disney shares in Q3 2023, an estimated $3.6M.
  • Clough Capital Partners first reported a position in Walt Disney in Q1 2021 and held it in 3 quarters.
  • Clough Capital Partners's Walt Disney position peaked at $26.1M in Q1 2021.
  • 2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Clough Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.