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Gruss & Co’s Walt Disney DIS Stock Holding History

Gruss & Co’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
-2,500
Closed -$223K – 19
2023
Q2 		$223K Hold
2,500
– – 1.35% 17
2023
Q1 		$250K Hold
2,500
– – 1.58% 18
2022
Q4 		$217K Buy
+2,500
New +$239K 1.34% 18
2020
Q2 		– Sell
-7,000
Closed -$676K – 32
2020
Q1 		$676K Buy
7,000
+500
+8% +$63.2K 1.26% 16
2019
Q4 		$940K Hold
6,500
– – 1.15% 16
2019
Q3 		$847K Hold
6,500
– – 1.03% 15
2019
Q2 		$908K Sell
6,500
-1,029
-14% -$136K 0.98% 22
2019
Q1 		$836K Buy
7,529
+29
+0.4% +$3.24K 0.88% 21
2018
Q4 		$822K Hold
7,500
– – 1.06% 18
2018
Q3 		$877K Sell
7,500
-12,500
-63% -$1.39M 0.87% 21
2018
Q2 		$2.1M Buy
20,000
+5,000
+33% +$511K 2.14% 16
2018
Q1 		$1.51M Buy
15,000
+3,000
+25% +$319K 1.52% 20
2017
Q4 		$1.29M Buy
+12,000
New +$1.24M 1.26% 20

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

Gruss & Co's DIS Position: Q3 2023 in Review

Gruss & Co sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 2,500 shares — an estimated $223K sold.

Gruss & Co first reported a position in DIS in Q4 2017 and held it in 13 quarters. The position peaked at $2.1M in Q2 2018. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Gruss & Co reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Gruss & Co sold 2,500 Walt Disney shares in Q3 2023, an estimated $223K.
  • Gruss & Co first reported a position in Walt Disney in Q4 2017 and held it in 13 quarters.
  • Gruss & Co's Walt Disney position peaked at $2.1M in Q2 2018.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Gruss & Co's 13F filing for Q3 2023, filed 13 Nov 2023.