DG
DIS icon

David Goel’s Walt Disney DIS Stock Holding History

David Goel’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
2022
Q2 		– Sell
-6,330,000
Closed -$868M – 23
2022
Q1 		$868M Buy
6,330,000
+2,130,000
+51% +$308M 10.42% 1
2021
Q4 		$651M Hold
4,200,000
– – 7.24% 5
2021
Q3 		$711M Hold
4,200,000
– – 8.09% 4
2021
Q2 		$738M Hold
4,200,000
– – 8.06% 3
2021
Q1 		$775M Hold
4,200,000
– – 8.95% 2
2020
Q4 		$761M Hold
4,200,000
– – 8.23% 3
2020
Q3 		$521M Buy
4,200,000
+2,200,000
+110% +$275M 6.93% 4
2020
Q2 		$223M Buy
+2,000,000
New +$221M 3.48% 13

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

David Goel's DIS Position: Q2 2022 in Review

David Goel sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 6,330,000 shares — an estimated $868M sold.

David Goel first reported a position in DIS in Q2 2020 and held it in 8 quarters. The position peaked at $868M in Q1 2022. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • David Goel reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • David Goel sold 6,330,000 Walt Disney shares in Q2 2022, an estimated $868M.
  • David Goel first reported a position in Walt Disney in Q2 2020 and held it in 8 quarters.
  • David Goel's Walt Disney position peaked at $868M in Q1 2022.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Matrix Capital Management Company's 13F filing for Q2 2022, filed 15 Aug 2022.