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Criterion Capital Advisors’s Walt Disney DIS Stock Holding History

Criterion 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
2024
Q4 		$179K Hold
1,798
– – 0.11% 80
2024
Q3 		$179K Hold
1,798
– – 0.11% 80
2024
Q2 		$179K Hold
1,798
– – 0.11% 80
2024
Q1 		$220K Sell
1,798
-49
-3% -$5.12K 0.15% 71
2023
Q4 		$167K Buy
+1,847
New +$163K 0.12% 81

Other funds holding DIS

Vanguard Group
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Criterion Capital Advisors's DIS Position: Q4 2024 in Review

Criterion Capital Advisors held its Walt Disney (DIS) position steady in Q4 2024 at 1,798 shares worth $179K. The position accounts for 0.11% of the portfolio, ranked #80.

Criterion Capital Advisors first reported a position in DIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $220K in Q1 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Criterion Capital Advisors held 1,798 shares of Walt Disney worth $179K as of Q4 2024.
  • Criterion Capital Advisors left its Walt Disney share count unchanged in Q4 2024.
  • Walt Disney made up 0.11% of Criterion Capital Advisors's portfolio in Q4 2024, its #80 holding.
  • Criterion Capital Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Walt Disney position peaked at $220K in Q1 2024.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.