GIM
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Guardian Investment Management’s Walt Disney DIS Stock Holding History

Guardian Investment Management’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
2024
Q4 		– Sell
-21,683
Closed -$2.15M – 58
2024
Q3 		$2.15M Hold
21,683
– – 1.85% 16
2024
Q2 		$2.15M Buy
21,683
+18,433
+567% +$1.98M 1.54% 23
2024
Q1 		$398K Sell
3,250
-700
-18% -$73.1K 0.32% 54
2023
Q4 		$357K Buy
3,950
+50
+1% +$4.41K 0.3% 53
2023
Q3 		$316K Buy
3,900
+50
+1% +$4.27K 0.29% 53
2023
Q2 		$344K Sell
3,850
-832
-18% -$78.8K 0.29% 55
2023
Q1 		$864K Buy
4,682
+707
+18% +$71.3K 0.65% 45
2022
Q4 		$345K Sell
3,975
-625
-14% -$59.8K 0.33% 54
2022
Q3 		$434K Sell
4,600
-5,400
-54% -$578K 0.44% 48
2022
Q2 		$944K Hold
10,000
– – 0.82% 40
2022
Q1 		$1.37M Buy
+10,000
New +$1.45M 1.07% 37
2020
Q3 		– Sell
-11,362
Closed -$1.27M – 56
2020
Q2 		$1.27M Sell
11,362
-1,000
-8% -$110K 1.15% 30
2020
Q1 		$1.2M Buy
+12,362
New +$1.56M 1.22% 31

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Investment Management's DIS Position: Q4 2024 in Review

Guardian Investment Management sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 21,683 shares — an estimated $2.15M sold.

Guardian Investment Management first reported a position in DIS in Q1 2020 and held it in 13 quarters. The position peaked at $2.15M in Q3 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Guardian Investment Management reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Guardian Investment Management sold 21,683 Walt Disney shares in Q4 2024, an estimated $2.15M.
  • Guardian Investment Management first reported a position in Walt Disney in Q1 2020 and held it in 13 quarters.
  • Guardian Investment Management's Walt Disney position peaked at $2.15M in Q3 2024.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Guardian Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.