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Golden Green’s Walt Disney DIS Stock Holding History

Golden Green’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
Q3 		– Sell
-2,567
Closed -$229K – 81
2023
Q2 		$229K Sell
2,567
-11
-0.4% -$1.04K 0.25% 68
2023
Q1 		$258K Sell
2,578
-8,717
-77% -$879K 0.3% 53
2022
Q4 		$981K Buy
11,295
+7,651
+210% +$732K 1.01% 21
2022
Q3 		$344K Buy
3,644
+1,417
+64% +$152K 0.37% 59
2022
Q2 		$210K Buy
2,227
+39
+2% +$4.33K 0.22% 57
2022
Q1 		$300K Sell
2,188
-1,165
-35% -$168K 0.25% 66
2021
Q4 		$519K Sell
3,353
-1,342
-29% -$217K 0.42% 64
2021
Q3 		$794K Sell
4,695
-596
-11% -$106K 0.62% 35
2021
Q2 		$930K Buy
5,291
+36
+0.7% +$6.47K 0.71% 31
2021
Q1 		$970K Buy
5,255
+685
+15% +$126K 0.84% 26
2020
Q4 		$828K Buy
+4,570
New +$656K 0.77% 41

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Golden Green's DIS Position: Q3 2023 in Review

Golden Green sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 2,567 shares — an estimated $229K sold.

Golden Green first reported a position in DIS in Q4 2020 and held it in 11 quarters. The position peaked at $981K in Q4 2022. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Golden Green reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Golden Green sold 2,567 Walt Disney shares in Q3 2023, an estimated $229K.
  • Golden Green first reported a position in Walt Disney in Q4 2020 and held it in 11 quarters.
  • Golden Green's Walt Disney position peaked at $981K in Q4 2022.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.