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Crumly & Associates’s Walt Disney DIS Stock Holding History

Crumly & Associates’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
Q3 		– Sell
-4,132
Closed -$410K – 152
2024
Q2 		$410K Sell
4,132
-1,346
-25% -$145K 0.12% 107
2024
Q1 		$670K Buy
5,478
+50
+0.9% +$5.22K 0.18% 72
2023
Q4 		$490K Buy
5,428
+1,542
+40% +$136K 0.14% 96
2023
Q3 		$315K Buy
3,886
+394
+11% +$33.6K 0.12% 93
2023
Q2 		$312K Buy
+3,492
New +$331K 0.12% 95
2022
Q4 		– Sell
-5,767
Closed -$544K – 103
2022
Q3 		$544K Buy
5,767
+1,446
+33% +$155K 0.22% 55
2022
Q2 		$408K Sell
4,321
-2,999
-41% -$333K 0.17% 76
2022
Q1 		$1M Buy
7,320
+559
+8% +$80.8K 0.38% 45
2021
Q4 		$947K Buy
6,761
+666
+11% +$108K 0.37% 47
2021
Q3 		$1.03M Sell
6,095
-168
-3% -$29.9K 0.48% 42
2021
Q2 		$1.1M Buy
6,263
+1,627
+35% +$293K 0.53% 33
2021
Q1 		$855K Buy
4,636
+989
+27% +$182K 0.5% 37
2020
Q4 		$630K Sell
3,647
-712
-16% -$102K 0.44% 33
2020
Q3 		$541K Buy
4,359
+1,275
+41% +$159K 0.46% 29
2020
Q2 		$344K Buy
3,084
+262
+9% +$28.9K 0.32% 33
2020
Q1 		$273K Buy
2,822
+1,108
+65% +$140K 0.34% 36
2019
Q4 		$248K Buy
+1,714
New +$239K 0.26% 43

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crumly & Associates's DIS Position: Q3 2024 in Review

Crumly & Associates sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 4,132 shares — an estimated $410K sold.

Crumly & Associates first reported a position in DIS in Q4 2019 and held it in 17 quarters. The position peaked at $1.1M in Q2 2021. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • Crumly & Associates reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
  • Crumly & Associates sold 4,132 Walt Disney shares in Q3 2024, an estimated $410K.
  • Crumly & Associates first reported a position in Walt Disney in Q4 2019 and held it in 17 quarters.
  • Crumly & Associates's Walt Disney position peaked at $1.1M in Q2 2021.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Crumly & Associates's 13F filing for Q3 2024, filed 1 Nov 2024.