CCA
DIS icon

Column Capital Advisors’s Walt Disney DIS Stock Holding History

Column Capital Advisors’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 		$339K Buy
4,181
+613
+17% +$52.4K 0.05% 104
2023
Q2 		$319K Buy
3,568
+224
+7% +$21.2K 0.04% 103
2023
Q1 		$335K Buy
3,344
+92
+3% +$9.28K 0.05% 97
2022
Q4 		$283K Buy
3,252
+148
+5% +$14.2K 0.05% 94
2022
Q3 		$293K Buy
3,104
+194
+7% +$20.8K 0.06% 86
2022
Q2 		$275K Buy
2,910
+171
+6% +$19K 0.05% 86
2022
Q1 		$376K Buy
2,739
+62
+2% +$8.96K 0.07% 82
2021
Q4 		$415K Buy
2,677
+82
+3% +$13.2K 0.08% 81
2021
Q3 		$439K Buy
2,595
+45
+2% +$8.02K 0.09% 75
2021
Q2 		$448K Buy
2,550
+230
+10% +$41.4K 0.09% 72
2021
Q1 		$428K Buy
2,320
+25
+1% +$4.61K 0.1% 73
2020
Q4 		$416K Buy
2,295
+283
+14% +$40.6K 0.1% 65
2020
Q3 		$250K Sell
2,012
-354
-15% -$44.2K 0.08% 77
2020
Q2 		$263K Buy
2,366
+337
+17% +$37.2K 0.09% 73
2020
Q1 		$196K Sell
2,029
-81
-4% -$10.2K 0.08% 73
2019
Q4 		$305K Buy
+2,110
New +$295K 0.16% 62

Other funds holding DIS

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Column Capital Advisors's DIS Position: Q3 2023 in Review

Column Capital Advisors increased its Walt Disney (DIS) stake by 17% in Q3 2023, buying an estimated $52.4K and bringing the position to 4,181 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #104.

Column Capital Advisors first reported a position in DIS in Q4 2019 and has held it in 16 quarters since. The position peaked at $448K in Q2 2021. 2,826 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Column Capital Advisors held 4,181 shares of Walt Disney worth $339K as of Q3 2023.
  • Column Capital Advisors bought 613 Walt Disney shares in Q3 2023, an estimated $52.4K.
  • Walt Disney made up 0.05% of Column Capital Advisors's portfolio in Q3 2023, its #104 holding.
  • Column Capital Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's Walt Disney position peaked at $448K in Q2 2021.
  • 2,826 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.