Financial Insights’s Walt Disney DIS Stock Holding History

Financial Insights’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 Q2	–	Sell	-3,171	Closed	-$318K	–	155
2023 Q1	$318K	Sell	3,171 -1,828	-37%	-$184K	0.13%	126
2022 Q4	$434K	Buy	4,999 +1,115	+29%	+$107K	0.21%	90
2022 Q3	$366K	Buy	+3,884	New	+$416K	0.25%	83
2021 Q3	–	Sell	-210	Closed	-$369K	–	113
2021 Q2	$369K	Buy	+210	New	+$37.8K	0.03%	187

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Insights's DIS Position: Q2 2023 in Review

Financial Insights sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 3,171 shares — an estimated $318K sold.

Financial Insights first reported a position in DIS in Q2 2021 and held it in 4 quarters. The position peaked at $434K in Q4 2022. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Financial Insights reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Financial Insights sold 3,171 Walt Disney shares in Q2 2023, an estimated $318K.
Financial Insights first reported a position in Walt Disney in Q2 2021 and held it in 4 quarters.
Financial Insights's Walt Disney position peaked at $434K in Q4 2022.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Financial Insights's 13F filing for Q2 2023, filed 25 Jan 2024.