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DC Investments Management’s Walt Disney DIS Stock Holding History

DC Investments Management’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
2019
Q4 		– Sell
-1,776
Closed -$231K – 262
2019
Q3 		$231K Hold
1,776
– – 0.13% 287
2019
Q2 		$248K Sell
1,776
-2,585
-59% -$343K 0.14% 270
2019
Q1 		$484K Buy
4,361
+8
+0.2% +$894 0.31% 155
2018
Q4 		$477K Buy
4,353
+420
+11% +$47.8K 0.39% 135
2018
Q3 		$460K Sell
3,933
-1,311
-25% -$146K 0.31% 182
2018
Q2 		$550K Buy
5,244
+2,475
+89% +$253K 0.35% 121
2018
Q1 		$278K Sell
2,769
-82
-3% -$8.71K 0.19% 208
2017
Q4 		$307K Buy
+2,851
New +$294K 0.13% 213

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DC Investments Management's DIS Position: Q4 2019 in Review

DC Investments Management sold out of Walt Disney (DIS) in Q4 2019, closing a stake of 1,776 shares — an estimated $231K sold.

DC Investments Management first reported a position in DIS in Q4 2017 and held it in 8 quarters. The position peaked at $550K in Q2 2018. 2,840 funds tracked by Wall St. Rank hold DIS as of Q4 2019.

  • DC Investments Management reported no remaining Walt Disney position as of Q4 2019 after selling out during the quarter.
  • DC Investments Management sold 1,776 Walt Disney shares in Q4 2019, an estimated $231K.
  • DC Investments Management first reported a position in Walt Disney in Q4 2017 and held it in 8 quarters.
  • DC Investments Management's Walt Disney position peaked at $550K in Q2 2018.
  • 2,840 funds tracked by Wall St. Rank held Walt Disney as of Q4 2019.

Based on DC Investments Management's 13F filing for Q4 2019, filed 7 Feb 2020.