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Cross Staff Investments’s Walt Disney DIS Stock Holding History

Cross Staff Investments’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
Q2 		– Sell
-2,307
Closed -$231K – 117
2023
Q1 		$231K Hold
2,307
– – 0.23% 106
2022
Q4 		$200K Hold
2,307
– – 0.21% 115
2022
Q3 		$218K Hold
2,307
– – 0.24% 104
2022
Q2 		$218K Sell
2,307
-400
-15% -$44.4K 0.24% 106
2022
Q1 		$37K Hold
2,707
– – 0.03% 120
2021
Q4 		$419K Buy
+2,707
New +$437K 0.37% 83

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cross Staff Investments's DIS Position: Q2 2023 in Review

Cross Staff Investments sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,307 shares — an estimated $231K sold.

Cross Staff Investments first reported a position in DIS in Q4 2021 and held it in 6 quarters. The position peaked at $419K in Q4 2021. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • Cross Staff Investments reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
  • Cross Staff Investments sold 2,307 Walt Disney shares in Q2 2023, an estimated $231K.
  • Cross Staff Investments first reported a position in Walt Disney in Q4 2021 and held it in 6 quarters.
  • Cross Staff Investments's Walt Disney position peaked at $419K in Q4 2021.
  • 2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Cross Staff Investments's 13F filing for Q2 2023, filed 1 Aug 2023.