FourThought Financial’s Walt Disney DIS Stock Holding History

FourThought Financial’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
2022 Q3	$2.48M	Buy	26,271 +856	+3%	+$91.6K	0.37%	71
2022 Q2	$2.4M	Buy	25,415 +608	+2%	+$67.5K	0.35%	70
2022 Q1	$3.41M	Buy	24,807 +9,368	+61%	+$1.35M	0.43%	63
2021 Q4	$2.39M	Sell	15,439 -3,311	-18%	-$535K	0.3%	74
2021 Q3	$3.17M	Buy	18,750 +654	+4%	+$117K	0.42%	59
2021 Q2	$3.18M	Buy	18,096 +1,930	+12%	+$347K	0.43%	55
2021 Q1	$2.98M	Sell	16,166 -532	-3%	-$98.1K	0.43%	55
2020 Q4	$3.02M	Buy	+16,698	New	+$2.4M	0.48%	51

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

FourThought Financial's DIS Position: Q3 2022 in Review

FourThought Financial increased its Walt Disney (DIS) stake by 3.4% in Q3 2022, buying an estimated $91.6K and bringing the position to 26,271 shares worth $2.48M. The position accounts for 0.37% of the portfolio, ranked #71.

FourThought Financial first reported a position in DIS in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.41M in Q1 2022. 3,000 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

FourThought Financial held 26,271 shares of Walt Disney worth $2.48M as of Q3 2022.
FourThought Financial bought 856 Walt Disney shares in Q3 2022, an estimated $91.6K.
Walt Disney made up 0.37% of FourThought Financial's portfolio in Q3 2022, its #71 holding.
FourThought Financial first reported a position in Walt Disney in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Walt Disney position peaked at $3.41M in Q1 2022.
3,000 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.