EPIQ Capital Group’s Walt Disney DIS Stock Holding History

EPIQ Capital Group’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
2024 Q4	$339K	Sell	3,027 -11	-0.4%	-$1.16K	0.09%	56
2024 Q3	$292K	Buy	3,038 +16	+0.5%	+$1.47K	0.08%	56
2024 Q2	$300K	Buy	3,022 +80	+3%	+$8.61K	0.11%	47
2024 Q1	$360K	Buy	2,942 +9	+0.3%	+$940	0.14%	40
2023 Q4	$266K	Sell	2,933 -9	-0.3%	-$793	0.13%	42
2023 Q3	$238K	Hold	2,942	–	–	0.13%	47
2023 Q2	$263K	Hold	2,942	–	–	0.14%	43
2023 Q1	$295K	Sell	2,942 -200	-6%	-$20.2K	0.15%	39
2022 Q4	$273K	Buy	3,142 +56	+2%	+$5.36K	0.16%	38
2022 Q3	$291K	Sell	3,086 -2	-0.1%	-$214	0.15%	37
2022 Q2	$291K	Buy	3,088 +2	+0.1%	+$222	0.12%	38
2022 Q1	$423K	Hold	3,086	–	–	0.12%	38
2021 Q4	$478K	Buy	3,086 +1	+0%	+$162	0.08%	40
2021 Q3	$522K	Buy	3,085 +60	+2%	+$10.7K	0.05%	42
2021 Q2	$532K	Buy	3,025 +14	+0.5%	+$2.52K	0.06%	36
2021 Q1	$556K	Hold	3,011	–	–	0.06%	33
2020 Q4	$545K	Hold	3,011	–	–	0.09%	30
2020 Q3	$374K	Hold	3,011	–	–	0.06%	31
2020 Q2	$336K	Buy	+3,011	New	+$332K	0.06%	32

Other funds holding DIS

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

BlackRock New York $5.7T 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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

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

State Farm Mutual Automobile Insurance

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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