Greenspring Advisors’s Walt Disney DIS Stock Holding History

Greenspring Advisors’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	-2,364	Closed	-$237K	–	89
2023 Q1	$237K	Buy	+2,364	New	+$238K	0.05%	111
2022 Q3	–	Sell	-2,136	Closed	-$203K	–	111
2022 Q2	$203K	Sell	2,136 -28	-1%	-$3.11K	0.06%	105
2022 Q1	$297K	Buy	2,164 +75	+4%	+$10.8K	0.08%	80
2021 Q4	$324K	Buy	+2,089	New	+$337K	0.08%	81

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

Greenspring Advisors's DIS Position: Q2 2023 in Review

Greenspring Advisors sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,364 shares — an estimated $237K sold.

Greenspring Advisors first reported a position in DIS in Q4 2021 and held it in 4 quarters. The position peaked at $324K in Q4 2021. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Greenspring Advisors reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Greenspring Advisors sold 2,364 Walt Disney shares in Q2 2023, an estimated $237K.
Greenspring Advisors first reported a position in Walt Disney in Q4 2021 and held it in 4 quarters.
Greenspring Advisors's Walt Disney position peaked at $324K in Q4 2021.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Greenspring Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.