Credit Suisse’s Walt Disney DIS Stock Holding History

Credit Suisse’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
2024 Q1	$427M	Sell	3,490,188 -362,081	-9%	-$37.8M	0.41%	36
2023 Q4	$348M	Sell	3,852,269 -229,953	-6%	-$20.3M	0.34%	49
2023 Q3	$331M	Buy	4,082,222 +214,502	+6%	+$18.3M	0.34%	50
2023 Q2	$345M	Sell	3,867,720 -168,477	-4%	-$16M	0.34%	47
2023 Q1	$404M	Sell	4,036,197 -221,109	-5%	-$22.3M	0.41%	39
2022 Q4	$370M	Sell	4,257,306 -490,506	-10%	-$46.9M	0.39%	41
2022 Q3	$448M	Buy	4,747,812 +69,145	+1%	+$7.4M	0.5%	30
2022 Q2	$442M	Buy	4,678,667 +379,540	+9%	+$42.1M	0.46%	37
2022 Q1	$590M	Buy	4,299,127 +142,114	+3%	+$20.5M	0.5%	24
2021 Q4	$644M	Sell	4,157,013 -190,680	-4%	-$30.8M	0.34%	44
2021 Q3	$736M	Buy	4,347,693 +77,833	+2%	+$13.9M	0.4%	38
2021 Q2	$743M	Buy	4,269,860 +91,056	+2%	+$16.4M	0.39%	35
2021 Q1	$771M	Buy	4,178,804 +116,058	+3%	+$21.4M	0.39%	39
2020 Q4	$736M	Buy	4,062,746 +10,314	+0.3%	+$1.48M	0.36%	42
2020 Q3	$503M	Buy	4,052,432 +72,846	+2%	+$9.11M	0.31%	55
2020 Q2	$444M	Buy	3,979,586 +702,082	+21%	+$77.5M	0.32%	55
2020 Q1	$317M	Buy	3,277,504 +231,826	+8%	+$29.3M	0.27%	57
2019 Q4	$440M	Buy	3,045,678 +107,252	+4%	+$15M	0.32%	47
2019 Q3	$383M	Buy	2,938,426 +286,709	+11%	+$39.6M	0.32%	47
2019 Q2	$370M	Sell	2,651,717 -42,229	-2%	-$5.6M	0.33%	42
2019 Q1	$299M	Buy	2,693,946 +135,568	+5%	+$15.2M	0.27%	52
2018 Q4	$281M	Sell	2,558,378 -372,479	-13%	-$42.4M	0.29%	61
2018 Q3	$343M	Buy	2,930,857 +518,986	+22%	+$57.8M	0.31%	43
2018 Q2	$253M	Sell	2,411,871 -647,645	-21%	-$66.2M	0.25%	59
2018 Q1	$307M	Sell	3,059,516 -141,347	-4%	-$15M	0.29%	50
2017 Q4	$344M	Buy	3,200,863 +142,345	+5%	+$14.7M	0.31%	53
2017 Q3	$301M	Buy	3,058,518 +193,750	+7%	+$19.9M	0.29%	56
2017 Q2	$304M	Sell	2,864,768 -973,345	-25%	-$107M	0.3%	58
2017 Q1	$435M	Sell	3,838,113 -188,133	-5%	-$20.7M	0.39%	41
2016 Q4	$420M	Buy	4,026,246 +981,613	+32%	+$95.7M	0.42%	39
2016 Q3	$283M	Sell	3,044,633 -378,060	-11%	-$36.2M	0.27%	61
2016 Q2	$335M	Buy	3,422,693 +95,183	+3%	+$9.52M	0.37%	41
2016 Q1	$330M	Buy	3,327,510 +199,152	+6%	+$19.2M	0.4%	41
2015 Q4	$329M	Buy	3,128,358 +32,274	+1%	+$3.6M	0.38%	42
2015 Q3	$316M	Buy	3,096,084 +216,932	+8%	+$23.6M	0.38%	42
2015 Q2	$329M	Buy	2,879,152 +20,124	+0.7%	+$2.21M	0.32%	53
2015 Q1	$300M	Sell	2,859,028 -1,313,676	-31%	-$133M	0.3%	62
2014 Q4	$393M	Sell	4,172,704 -947,226	-19%	-$85.4M	0.35%	51
2014 Q3	$456M	Buy	5,119,930 +811,055	+19%	+$71.5M	0.37%	40
2014 Q2	$369M	Buy	4,308,875 +60,377	+1%	+$4.93M	0.3%	49
2014 Q1	$340M	Sell	4,248,498 -442,064	-9%	-$34.3M	0.33%	47
2013 Q4	$358M	Buy	4,690,562 +95,938	+2%	+$6.65M	0.32%	44
2013 Q3	$296M	Sell	4,594,624 -69,358	-1%	-$4.45M	0.29%	52
2013 Q2	$295M	Buy	+4,663,982	New	+$295M	0.3%	48

Other funds holding DIS

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

BlackRock New York $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse's DIS Position: Q1 2024 in Review

Credit Suisse reduced its Walt Disney (DIS) stake by 9.4% in Q1 2024, selling an estimated $37.8M and leaving 3,490,188 shares worth $427M. The position accounts for 0.41% of the portfolio, ranked #36.

Credit Suisse first reported a position in DIS in Q2 2013 and has held it in 44 quarters since. The position peaked at $771M in Q1 2021. 3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

Credit Suisse held 3,490,188 shares of Walt Disney worth $427M as of Q1 2024.
Credit Suisse sold 362,081 Walt Disney shares in Q1 2024, an estimated $37.8M.
Walt Disney made up 0.41% of Credit Suisse's portfolio in Q1 2024, its #36 holding.
Credit Suisse first reported a position in Walt Disney in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Walt Disney position peaked at $771M in Q1 2021.
3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.