Enlightenment Research’s Walt Disney DIS Stock Holding History

Enlightenment Research’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	-17,900	Closed	-$1.69M	–	24
2022 Q3	$1.69M	Buy	17,900 +13,100	+273%	+$1.4M	3.74%	3
2022 Q2	$453K	Sell	4,800 -10,389	-68%	-$1.15M	0.97%	32
2022 Q1	$2.08M	Buy	+15,189	New	+$2.2M	2.77%	5
2021 Q4	–	Sell	-4,800	Closed	-$812K	–	145
2021 Q3	$812K	Buy	+4,800	New	+$856K	0.99%	34
2021 Q2	–	Sell	-9,200	Closed	-$1.7M	–	152
2021 Q1	$1.7M	Buy	9,200 +4,300	+88%	+$793K	2.04%	8
2020 Q4	$888K	Sell	4,900 -6,400	-57%	-$919K	1.25%	23
2020 Q3	$1.4M	Buy	+11,300	New	+$1.41M	4.14%	3
2020 Q2	–	Sell	-3,914	Closed	-$460K	–	124
2020 Q1	$460K	Buy	3,914 +414	+12%	+$52.3K	0.49%	49
2019 Q4	$506K	Buy	+3,500	New	+$489K	2.37%	12
2019 Q3	–	Sell	-16,200	Closed	-$2.22M	–	144
2019 Q2	$2.22M	Buy	+16,200	New	+$2.15M	1.13%	14

Other funds holding DIS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Enlightenment Research's DIS Position: Q4 2022 in Review

Enlightenment Research sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 17,900 shares — an estimated $1.69M sold.

Enlightenment Research first reported a position in DIS in Q2 2019 and held it in 10 quarters. The position peaked at $2.22M in Q2 2019. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

Enlightenment Research reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 17,900 Walt Disney shares in Q4 2022, an estimated $1.69M.
Enlightenment Research first reported a position in Walt Disney in Q2 2019 and held it in 10 quarters.
Enlightenment Research's Walt Disney position peaked at $2.22M in Q2 2019.
2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.