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Enzi Wealth’s Walt Disney DIS Stock Holding History

Enzi Wealth’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
-2,466
Closed -$223K – 56
2023
Q2 		$223K Sell
2,466
-718
-23% -$68K 0.11% 55
2023
Q1 		$319K Sell
3,184
-760
-19% -$76.6K 0.16% 53
2022
Q4 		$418K Buy
3,944
+25
+0.6% +$2.39K 0.2% 48
2022
Q3 		$372K Buy
+3,919
New +$419K 0.18% 50

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

Enzi Wealth's DIS Position: Q3 2023 in Review

Enzi Wealth sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 2,466 shares — an estimated $223K sold.

Enzi Wealth first reported a position in DIS in Q3 2022 and held it in 4 quarters. The position peaked at $418K in Q4 2022. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Enzi Wealth reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Enzi Wealth sold 2,466 Walt Disney shares in Q3 2023, an estimated $223K.
  • Enzi Wealth first reported a position in Walt Disney in Q3 2022 and held it in 4 quarters.
  • Enzi Wealth's Walt Disney position peaked at $418K in Q4 2022.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Enzi Wealth's 13F filing for Q3 2023, filed 16 Oct 2023.