Family Management’s Walt Disney DIS Stock Holding History

Family Management’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
2019 Q2	–	Sell	-5,000	Closed	-$555K	–	181
2019 Q1	$555K	Buy	+5,000	New	+$559K	0.24%	75

Other funds holding DIS

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

BlackRock New York $5.72T 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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Family Management's DIS Position: Q2 2024 in Review

Family Management sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 3,400 shares — an estimated $416K sold.

Family Management first reported a position in DIS in Q4 2014 and held it in 38 quarters. The position peaked at $6.28M in Q2 2021. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Family Management reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Family Management sold 3,400 Walt Disney shares in Q2 2024, an estimated $416K.
Family Management first reported a position in Walt Disney in Q4 2014 and held it in 38 quarters.
Family Management's Walt Disney position peaked at $6.28M in Q2 2021.
3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Family Management's 13F filing for Q2 2024, filed 14 Aug 2024.