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DSC Advisors’s Walt Disney DIS Stock Holding History

DSC Advisors’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
Q4 		– Sell
-3,410
Closed -$322K – 41
2022
Q3 		$322K Sell
3,410
-623
-15% -$66.7K 0.33% 60
2022
Q2 		$381K Sell
4,033
-653
-14% -$72.5K 0.38% 52
2022
Q1 		$643K Buy
4,686
+2,835
+153% +$410K 0.22% 42
2021
Q4 		$287K Sell
1,851
-328
-15% -$53K 0.22% 56
2021
Q3 		$369K Sell
2,179
-127
-6% -$22.6K 0.37% 41
2021
Q2 		$405K Sell
2,306
-192
-8% -$34.5K 0.29% 41
2021
Q1 		$461K Buy
+2,498
New +$461K 0.29% 40
2020
Q1 		– Sell
-1,668
Closed -$241K – 46
2019
Q4 		$241K Buy
1,668
+115
+7% +$16.1K 0.12% 69
2019
Q3 		$202K Buy
+1,553
New +$215K 0.04% 85

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

DSC Advisors's DIS Position: Q4 2022 in Review

DSC Advisors sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 3,410 shares — an estimated $322K sold.

DSC Advisors first reported a position in DIS in Q3 2019 and held it in 9 quarters. The position peaked at $643K in Q1 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • DSC Advisors reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • DSC Advisors sold 3,410 Walt Disney shares in Q4 2022, an estimated $322K.
  • DSC Advisors first reported a position in Walt Disney in Q3 2019 and held it in 9 quarters.
  • DSC Advisors's Walt Disney position peaked at $643K in Q1 2022.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.