CIA
DIS icon

CSat Investment Advisory’s Walt Disney DIS Stock Holding History

CSat Investment Advisory’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
2021
Q1 		$1.98M Buy
10,728
+277
+3% +$51.1K 1.66% 18
2020
Q4 		$1.89M Sell
10,451
-2,531
-19% -$363K 1.76% 18
2020
Q3 		$1.61M Sell
12,982
-4,527
-26% -$566K 0.14% 68
2020
Q2 		$1.95M Buy
17,509
+10,240
+141% +$1.13M 0.24% 39
2020
Q1 		$702K Buy
7,269
+1,086
+18% +$137K 0.15% 92
2019
Q4 		$894K Buy
6,183
+974
+19% +$136K 0.24% 82
2019
Q3 		$679K Sell
5,209
-299
-5% -$41.3K 0.21% 86
2019
Q2 		$769K Buy
5,508
+3,027
+122% +$401K 0.27% 79
2019
Q1 		$276K Buy
2,481
+1,317
+113% +$147K 0.14% 98
2018
Q4 		$128K Buy
1,164
+133
+13% +$15.1K 0.08% 125
2018
Q3 		$121K Sell
1,031
-39
-4% -$4.34K 0.07% 125
2018
Q2 		$112K Buy
+1,070
New +$109K 0.06% 144

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CSat Investment Advisory's DIS Position: Q1 2021 in Review

CSat Investment Advisory increased its Walt Disney (DIS) stake by 2.7% in Q1 2021, buying an estimated $51.1K and bringing the position to 10,728 shares worth $1.98M. The position accounts for 1.66% of the portfolio, ranked #18.

CSat Investment Advisory first reported a position in DIS in Q2 2018 and has held it in 12 quarters since. 3,164 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

  • CSat Investment Advisory held 10,728 shares of Walt Disney worth $1.98M as of Q1 2021.
  • CSat Investment Advisory bought 277 Walt Disney shares in Q1 2021, an estimated $51.1K.
  • Walt Disney made up 1.66% of CSat Investment Advisory's portfolio in Q1 2021, its #18 holding.
  • CSat Investment Advisory first reported a position in Walt Disney in Q2 2018 and has held it in 12 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.