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Ground Swell Capital’s Walt Disney DIS Stock Holding History

Ground Swell Capital’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
-2,392
Closed -$214K – 92
2023
Q2 		$214K Buy
+2,392
New +$227K 0.51% 21
2022
Q4 		– Sell
-2,293
Closed -$216K – 95
2022
Q3 		$216K Buy
+2,293
New +$245K 0.61% 52
2014
Q3 		$192K Buy
2,161
+337
+18% +$29.7K 0.36% 44
2014
Q2 		$156K Buy
+1,824
New +$149K 0.3% 33

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

Ground Swell Capital's DIS Position: Q3 2023 in Review

Ground Swell Capital sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 2,392 shares — an estimated $214K sold.

Ground Swell Capital first reported a position in DIS in Q2 2014 and held it in 4 quarters. The position peaked at $216K in Q3 2022. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Ground Swell Capital reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Ground Swell Capital sold 2,392 Walt Disney shares in Q3 2023, an estimated $214K.
  • Ground Swell Capital first reported a position in Walt Disney in Q2 2014 and held it in 4 quarters.
  • Ground Swell Capital's Walt Disney position peaked at $216K in Q3 2022.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Ground Swell Capital's 13F filing for Q3 2023, filed 13 Nov 2023.