Householder Group Estate & Retirement Specialist’s Walt Disney DIS Stock Holding History

Householder Group Estate & Retirement Specialist’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	$57K	Sell	513 -3,373	-87%	-$354K	0.04%	204
2024 Q3	$373K	Sell	3,886 -168	-4%	-$15.5K	0.11%	172
2024 Q2	$402K	Buy	4,054 +323	+9%	+$34.8K	0.11%	154
2024 Q1	$457K	Buy	3,731 +700	+23%	+$73.1K	0.14%	144
2023 Q4	$273K	Sell	3,031 -497	-14%	-$43.8K	0.09%	199
2023 Q3	$286K	Buy	+3,528	New	+$301K	0.1%	170
2023 Q1	$678K	Buy	+6,774	New	+$683K	0.26%	87
2022 Q4	–	Sell	-6,864	Closed	-$647K	–	495
2022 Q3	$647K	Sell	6,864 -248	-3%	-$26.5K	0.27%	82
2022 Q2	$671K	Sell	7,112 -652	-8%	-$72.4K	0.3%	78
2022 Q1	$1.06M	Sell	7,764 -1,307	-14%	-$189K	0.43%	58
2021 Q4	$1.41M	Buy	+9,071	New	+$1.46M	0.52%	50

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DIS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Walt Disney (DIS) stake by 87% in Q4 2024, selling an estimated $354K and leaving 513 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #204.

Householder Group Estate & Retirement Specialist first reported a position in DIS in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.41M in Q4 2021. 3,238 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 513 shares of Walt Disney worth $57K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3,373 Walt Disney shares in Q4 2024, an estimated $354K.
Walt Disney made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #204 holding.
Householder Group Estate & Retirement Specialist first reported a position in Walt Disney in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Walt Disney position peaked at $1.41M in Q4 2021.
3,238 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.