Elm Advisors’s Walt Disney DIS Stock Holding History

Elm 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
2021 Q1	–	Sell	-501	Closed	-$91K	–	126
2020 Q4	$91K	Buy	+501	New	+$71.9K	0.06%	123
2018 Q4	–	Sell	-501	Closed	-$59K	–	121
2018 Q3	$59K	Buy	+501	New	+$55.8K	0.04%	152

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elm Advisors's DIS Position: Q1 2021 in Review

Elm Advisors sold out of Walt Disney (DIS) in Q1 2021, closing a stake of 501 shares — an estimated $91K sold.

Elm Advisors first reported a position in DIS in Q3 2018 and held it in 2 quarters. The position peaked at $91K in Q4 2020. 3,163 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

Elm Advisors reported no remaining Walt Disney position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 501 Walt Disney shares in Q1 2021, an estimated $91K.
Elm Advisors first reported a position in Walt Disney in Q3 2018 and held it in 2 quarters.
Elm Advisors's Walt Disney position peaked at $91K in Q4 2020.
3,163 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.