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

Guild 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
2022
Q2 		– Sell
-1,768
Closed -$242K – 72
2022
Q1 		$242K Sell
1,768
-923
-34% -$133K 0.25% 62
2021
Q4 		$417K Buy
2,691
+750
+39% +$121K 0.42% 52
2021
Q3 		$328K Hold
1,941
– – 0.32% 54
2021
Q2 		$341K Buy
1,941
+18
+0.9% +$3.24K 0.33% 52
2021
Q1 		$355K Buy
+1,923
New +$355K 0.38% 49
2018
Q1 		– Sell
-28,990
Closed -$3.12M – 25
2017
Q4 		$3.12M Buy
+28,990
New +$2.99M 2.92% 12

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guild Investment Management's DIS Position: Q2 2022 in Review

Guild Investment Management sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,768 shares — an estimated $242K sold.

Guild Investment Management first reported a position in DIS in Q4 2017 and held it in 6 quarters. The position peaked at $3.12M in Q4 2017. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Guild Investment Management reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Guild Investment Management sold 1,768 Walt Disney shares in Q2 2022, an estimated $242K.
  • Guild Investment Management first reported a position in Walt Disney in Q4 2017 and held it in 6 quarters.
  • Guild Investment Management's Walt Disney position peaked at $3.12M in Q4 2017.
  • 3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Guild Investment Management's 13F filing for Q2 2022, filed 29 Jul 2022.