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Evelyn V. Moreno’s Walt Disney DIS Stock Holding History

Evelyn V. Moreno’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
Q4 		– Sell
-42,130
Closed -$3.41M – 143
2023
Q3 		$3.41M Sell
42,130
-1,833
-4% -$157K 0.74% 47
2023
Q2 		$3.93M Buy
43,963
+1,270
+3% +$120K 0.84% 44
2023
Q1 		$4.27M Buy
42,693
+1,861
+5% +$188K 0.97% 44
2022
Q4 		$3.55M Buy
40,832
+17,702
+77% +$1.69M 0.82% 49
2022
Q3 		$2.18M Sell
23,130
-19,367
-46% -$2.07M 0.99% 43
2022
Q2 		$4.01M Buy
42,497
+4,740
+13% +$526K 0.94% 43
2022
Q1 		$5.18M Sell
37,757
-487
-1% -$70.4K 1.05% 38
2021
Q4 		$5.92M Buy
38,244
+3,836
+11% +$620K 1.18% 37
2021
Q3 		$5.82M Sell
34,408
-89
-0.3% -$15.9K 1.37% 35
2021
Q2 		$6.06M Sell
34,497
-1,705
-5% -$307K 1.42% 36
2021
Q1 		$6.68M Buy
36,202
+103
+0.3% +$19K 1.59% 32
2020
Q4 		$6.54M Buy
36,099
+4,493
+14% +$645K 1.62% 29
2020
Q3 		$3.92M Buy
31,606
+1,959
+7% +$245K 1.06% 41
2020
Q2 		$3.31M Buy
29,647
+5,405
+22% +$597K 0.96% 42
2020
Q1 		$2.34M Buy
24,242
+22,760
+1,536% +$2.88M 0.79% 46
2019
Q4 		$214K Buy
+1,482
New +$207K 0.06% 64
2018
Q1 		– Sell
-1,900
Closed -$205K – 62
2017
Q4 		$205K Buy
+1,900
New +$196K 0.06% 65
2017
Q3 		– Sell
-2,000
Closed -$213K – 67
2017
Q2 		$213K Sell
2,000
-450
-18% -$49.3K 0.07% 67
2017
Q1 		$278K Buy
+2,450
New +$270K 0.08% 65

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evelyn V. Moreno's DIS Position: Q4 2023 in Review

Evelyn V. Moreno sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 42,130 shares — an estimated $3.41M sold.

Evelyn V. Moreno first reported a position in DIS in Q1 2017 and held it in 19 quarters. The position peaked at $6.68M in Q1 2021. 2,999 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Evelyn V. Moreno reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 42,130 Walt Disney shares in Q4 2023, an estimated $3.41M.
  • Evelyn V. Moreno first reported a position in Walt Disney in Q1 2017 and held it in 19 quarters.
  • Evelyn V. Moreno's Walt Disney position peaked at $6.68M in Q1 2021.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.