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Dennis R. Delaney’s Walt Disney DIS Stock Holding History

Dennis R. Delaney’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
Q4 		– Sell
-3,439
Closed -$279K – 43
2023
Q3 		$279K Sell
3,439
-8,515
-71% -$727K 0.18% 44
2023
Q2 		$1.07M Buy
11,954
+3,172
+36% +$300K 0.65% 37
2023
Q1 		$879K Buy
8,782
+1,077
+14% +$109K 0.75% 37
2022
Q4 		$669K Sell
7,705
-10,186
-57% -$974K 0.6% 39
2022
Q3 		$1.69M Buy
+17,891
New +$1.91M 1.62% 28
2020
Q2 		$1.28M Sell
11,455
-390
-3% -$43.1K 1.71% 24
2020
Q1 		$1.14M Buy
11,845
+1,062
+10% +$134K 1.79% 22
2019
Q4 		$1.56M Buy
10,783
+183
+2% +$25.5K 2% 22
2019
Q3 		$1.38M Buy
10,600
+755
+8% +$104K 1.88% 22
2019
Q2 		$1.38M Buy
9,845
+1,140
+13% +$151K 1.84% 23
2019
Q1 		$966K Buy
8,705
+2,318
+36% +$259K 1.3% 32
2018
Q4 		$701K Buy
+6,387
New +$726K 1.08% 33

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dennis R. Delaney's DIS Position: Q4 2023 in Review

Dennis R. Delaney sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 3,439 shares — an estimated $279K sold.

Dennis R. Delaney first reported a position in DIS in Q4 2018 and held it in 12 quarters. The position peaked at $1.69M in Q3 2022. 2,999 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Dennis R. Delaney reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Dennis R. Delaney sold 3,439 Walt Disney shares in Q4 2023, an estimated $279K.
  • Dennis R. Delaney first reported a position in Walt Disney in Q4 2018 and held it in 12 quarters.
  • Dennis R. Delaney's Walt Disney position peaked at $1.69M in Q3 2022.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Dennis R. Delaney's 13F filing for Q4 2023, filed 14 Feb 2024.