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Estate Counselors’s Walt Disney DIS Stock Holding History

Estate Counselors’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
-475
Closed -$44K – 151
2022
Q3 		$44K Hold
475
– – 0.01% 147
2022
Q2 		$44K Hold
475
– – 0.01% 149
2022
Q1 		$65K Hold
475
– – 0.01% 140
2021
Q4 		$73K Hold
475
– – 0.01% 139
2021
Q3 		$80K Hold
475
– – 0.01% 149
2021
Q2 		$83K Sell
475
-10,570
-96% -$1.9M 0.01% 142
2021
Q1 		$1.09M Buy
11,045
+10,570
+2,225% +$1.95M 0.16% 74
2020
Q4 		$86K Buy
+475
New +$68.2K 0.01% 110
2020
Q3 		– Sell
-475
Closed -$52K – 122
2020
Q2 		$52K Buy
+475
New +$52.4K 0.01% 136

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Estate Counselors's DIS Position: Q4 2022 in Review

Estate Counselors sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 475 shares — an estimated $44K sold.

Estate Counselors first reported a position in DIS in Q2 2020 and held it in 9 quarters. The position peaked at $1.09M in Q1 2021. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Estate Counselors reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 475 Walt Disney shares in Q4 2022, an estimated $44K.
  • Estate Counselors first reported a position in Walt Disney in Q2 2020 and held it in 9 quarters.
  • Estate Counselors's Walt Disney position peaked at $1.09M in Q1 2021.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.