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Farmhouse Investment Management’s Walt Disney DIS Stock Holding History

Farmhouse Investment 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
2018
Q3 		$11.8M Buy
101,068
+65,018
+180% +$7.24M 6.28% 7
2018
Q2 		$3.78M Buy
+36,050
New +$3.69M 2.31% 14

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Farmhouse Investment Management's DIS Position: Q3 2018 in Review

Farmhouse Investment Management increased its Walt Disney (DIS) stake by 180% in Q3 2018, buying an estimated $7.24M and bringing the position to 101,068 shares worth $11.8M. The position accounts for 6.28% of the portfolio, ranked #7.

Farmhouse Investment Management first reported a position in DIS in Q2 2018 and has held it in 2 quarters since. 2,161 funds tracked by Wall St. Rank hold DIS as of Q3 2018.

  • Farmhouse Investment Management held 101,068 shares of Walt Disney worth $11.8M as of Q3 2018.
  • Farmhouse Investment Management bought 65,018 Walt Disney shares in Q3 2018, an estimated $7.24M.
  • Walt Disney made up 6.28% of Farmhouse Investment Management's portfolio in Q3 2018, its #7 holding.
  • Farmhouse Investment Management first reported a position in Walt Disney in Q2 2018 and has held it in 2 quarters since.
  • 2,161 funds tracked by Wall St. Rank held Walt Disney as of Q3 2018.

Based on Farmhouse Investment Management's 13F filing for Q3 2018, filed 15 Nov 2018.