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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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