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Family CFO’s Walt Disney DIS Stock Holding History

Family CFO’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
-15
Closed -$1.22K – 74
2023
Q3 		$1.22K Buy
+15
New +$1.28K ﹤0.01% 75

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

Family CFO's DIS Position: Q4 2023 in Review

Family CFO sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 15 shares — an estimated $1.22K sold.

Family CFO first reported a position in DIS in Q3 2023 and held it in 1 quarter. The position peaked at $1.22K in Q3 2023. 3,000 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Family CFO reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Family CFO sold 15 Walt Disney shares in Q4 2023, an estimated $1.22K.
  • Family CFO first reported a position in Walt Disney in Q3 2023 and held it in 1 quarter.
  • Family CFO's Walt Disney position peaked at $1.22K in Q3 2023.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Family CFO's 13F filing for Q4 2023, filed 31 Jan 2024.