DI
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Disciplined Investments’s Walt Disney DIS Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-732
Closed -$65.3K – 488
2023
Q2 		$65.3K Sell
732
-159
-18% -$15.1K 0.03% 182
2023
Q1 		$89.2K Buy
891
+386
+76% +$38.9K 0.04% 177
2022
Q4 		$43.9K Sell
505
-385
-43% -$36.8K 0.02% 218
2022
Q3 		$84K Buy
890
+58
+7% +$6.21K 0.04% 171
2022
Q2 		$79K Buy
832
+147
+21% +$16.3K 0.04% 181
2022
Q1 		$94K Buy
685
+68
+11% +$9.83K 0.04% 178
2021
Q4 		$96K Hold
617
– – 0.04% 159
2021
Q3 		$104K Hold
617
– – 0.05% 146
2021
Q2 		$108K Buy
617
+65
+12% +$11.7K 0.06% 140
2021
Q1 		$102K Buy
552
+346
+168% +$63.8K 0.06% 130
2020
Q4 		$37K Sell
206
-690
-77% -$99K 0.02% 166
2020
Q3 		$111K Sell
896
-145
-14% -$18.1K 0.08% 118
2020
Q2 		$116K Sell
1,041
-132
-11% -$14.6K 0.09% 113
2020
Q1 		$113K Buy
1,173
+176
+18% +$22.3K 0.11% 110
2019
Q4 		$144K Buy
+997
New +$139K 0.12% 99

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplined Investments's DIS Position: Q3 2023 in Review

Disciplined Investments sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 732 shares — an estimated $65.3K sold.

Disciplined Investments first reported a position in DIS in Q4 2019 and held it in 15 quarters. The position peaked at $144K in Q4 2019. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Disciplined Investments reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 732 Walt Disney shares in Q3 2023, an estimated $65.3K.
  • Disciplined Investments first reported a position in Walt Disney in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Walt Disney position peaked at $144K in Q4 2019.
  • 2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.