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Gyroscope Capital Management Group’s Walt Disney DIS Stock Holding History

Gyroscope Capital Management Group’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 		$1.12M Buy
13,759
+8,105
+143% +$692K 0.26% 87
2023
Q2 		$505K Sell
5,654
-1,300
-19% -$123K 0.12% 116
2023
Q1 		$696K Buy
6,954
+1,900
+38% +$192K 0.18% 93
2022
Q4 		$439K Sell
5,054
-646
-11% -$61.8K 0.13% 108
2022
Q3 		$538K Sell
5,700
-100
-2% -$10.7K 0.21% 78
2022
Q2 		$548K Buy
5,800
+3,000
+107% +$333K 0.19% 82
2022
Q1 		$384K Buy
2,800
+400
+17% +$57.8K 0.13% 101
2021
Q4 		$372K Buy
2,400
+1,100
+85% +$178K 0.13% 105
2021
Q3 		$220K Sell
1,300
-400
-24% -$71.3K 0.08% 107
2021
Q2 		$299K Buy
1,700
+100
+6% +$18K 0.11% 103
2021
Q1 		$295K Sell
1,600
-200
-11% -$36.9K 0.12% 102
2020
Q4 		$326K Sell
1,800
-4,964
-73% -$713K 0.14% 103
2020
Q3 		$839K Sell
6,764
-3,899
-37% -$487K 0.38% 62
2020
Q2 		$1.19M Buy
10,663
+907
+9% +$100K 0.54% 38
2020
Q1 		$942K Sell
9,756
-44
-0.4% -$5.56K 0.44% 43
2019
Q4 		$1.42M Buy
9,800
+588
+6% +$82.1K 0.51% 42
2019
Q3 		$1.18M Buy
9,212
+640
+7% +$88.5K 0.47% 45
2019
Q2 		$1.22M Sell
8,572
-275
-3% -$36.5K 0.46% 46
2019
Q1 		$1.17M Buy
8,847
+43
+0.5% +$4.81K 0.45% 46
2018
Q4 		$965K Sell
8,804
-27
-0.3% -$3.07K 0.37% 60
2018
Q3 		$1.01M Sell
8,831
-30
-0.3% -$3.34K 0.42% 44
2018
Q2 		$929K Sell
8,861
-97
-1% -$9.92K 0.41% 44
2018
Q1 		$900K Sell
8,958
-740
-8% -$78.6K 0.43% 45
2017
Q4 		$1.04M Buy
9,698
+3,575
+58% +$368K 0.48% 44
2017
Q3 		$604K Buy
6,123
+63
+1% +$6.48K 0.3% 49
2017
Q2 		$644K Buy
+6,060
New +$664K 0.32% 50

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

Gyroscope Capital Management Group's DIS Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Walt Disney (DIS) stake by 143% in Q3 2023, buying an estimated $692K and bringing the position to 13,759 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #87.

Gyroscope Capital Management Group first reported a position in DIS in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.42M in Q4 2019. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Gyroscope Capital Management Group held 13,759 shares of Walt Disney worth $1.12M as of Q3 2023.
  • Gyroscope Capital Management Group bought 8,105 Walt Disney shares in Q3 2023, an estimated $692K.
  • Walt Disney made up 0.26% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #87 holding.
  • Gyroscope Capital Management Group first reported a position in Walt Disney in Q2 2017 and has held it in 26 quarters since.
  • Gyroscope Capital Management Group's Walt Disney position peaked at $1.42M in Q4 2019.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.