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Epoch Investment Partners’s Walt Disney DIS Stock Holding History

Epoch Investment Partners’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 		– Sell
-25,521
Closed -$2.45M – 313
2024
Q3 		$2.45M Sell
25,521
-1,521
-6% -$140K 0.01% 243
2024
Q2 		$2.69M Sell
27,042
-4,147
-13% -$446K 0.01% 241
2024
Q1 		$3.82M Sell
31,189
-3,241
-9% -$339K 0.02% 275
2023
Q4 		$3.11M Buy
34,430
+547
+2% +$48.2K 0.01% 290
2023
Q3 		$2.75M Sell
33,883
-688
-2% -$58.8K 0.02% 303
2023
Q2 		$3.09M Sell
34,571
-2,510
-7% -$238K 0.02% 307
2023
Q1 		$3.71M Sell
37,081
-1,333
-3% -$134K 0.02% 302
2022
Q4 		$3.34M Sell
38,414
-655
-2% -$62.6K 0.02% 299
2022
Q3 		$3.69M Sell
39,069
-938
-2% -$100K 0.02% 309
2022
Q2 		$3.78M Sell
40,007
-1,569
-4% -$174K 0.02% 316
2022
Q1 		$5.7M Sell
41,576
-417,283
-91% -$60.3M 0.03% 309
2021
Q4 		$71.1M Sell
458,859
-3,606
-0.8% -$582K 0.36% 96
2021
Q3 		$78.2M Sell
462,465
-41,813
-8% -$7.45M 0.43% 79
2021
Q2 		$88.6M Buy
504,278
+47,313
+10% +$8.51M 0.48% 77
2021
Q1 		$84.3M Sell
456,965
-106,199
-19% -$19.6M 0.39% 95
2020
Q4 		$102M Buy
+563,164
New +$80.8M 0.47% 77
2020
Q1 		– Sell
-875,262
Closed -$127M – 281
2019
Q4 		$127M Buy
+875,262
New +$122M 0.55% 73
2018
Q1 		– Sell
-26,573
Closed -$2.86M – 314
2017
Q4 		$2.86M Sell
26,573
-4,017,845
-99% -$414M 0.01% 266
2017
Q3 		$399M Buy
4,044,418
+1,028,867
+34% +$106M 1.34% 17
2017
Q2 		$320M Buy
3,015,551
+853,052
+39% +$93.4M 1.08% 28
2017
Q1 		$245M Buy
+2,162,499
New +$238M 0.82% 43

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epoch Investment Partners's DIS Position: Q4 2024 in Review

Epoch Investment Partners sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 25,521 shares — an estimated $2.45M sold.

Epoch Investment Partners first reported a position in DIS in Q1 2017 and held it in 21 quarters. The position peaked at $399M in Q3 2017. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Epoch Investment Partners reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 25,521 Walt Disney shares in Q4 2024, an estimated $2.45M.
  • Epoch Investment Partners first reported a position in Walt Disney in Q1 2017 and held it in 21 quarters.
  • Epoch Investment Partners's Walt Disney position peaked at $399M in Q3 2017.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.