IndexIQ Advisors’s Walt Disney DIS Stock Holding History

IndexIQ Advisors’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 Q1	$7.42M	Buy	54,083 +23,611	+77%	+$3.41M	0.26%	77
2021 Q4	$4.72M	Sell	30,472 -1,068	-3%	-$172K	0.16%	105
2021 Q3	$5.34M	Buy	31,540 +1,570	+5%	+$280K	0.18%	95
2021 Q2	$5.27M	Buy	29,970 +964	+3%	+$173K	0.18%	91
2021 Q1	$5.35M	Sell	29,006 -15,910	-35%	-$2.93M	0.19%	84
2020 Q4	$8.14M	Buy	44,916 +11,841	+36%	+$1.7M	0.3%	54
2020 Q3	$4.1M	Buy	33,075 +8,015	+32%	+$1M	0.17%	79
2020 Q2	$2.79M	Buy	25,060 +4,648	+23%	+$513K	0.13%	101
2020 Q1	$1.97M	Buy	20,412 +19,786	+3,161%	+$2.5M	0.09%	134
2019 Q4	$91K	Buy	+626	New	+$87.4K	﹤0.01%	518

Other funds holding DIS

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IndexIQ Advisors's DIS Position: Q1 2022 in Review

IndexIQ Advisors increased its Walt Disney (DIS) stake by 77% in Q1 2022, buying an estimated $3.41M and bringing the position to 54,083 shares worth $7.42M. The position accounts for 0.26% of the portfolio, ranked #77.

IndexIQ Advisors first reported a position in DIS in Q4 2019 and has held it in 10 quarters since. The position peaked at $8.14M in Q4 2020. 3,291 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

IndexIQ Advisors held 54,083 shares of Walt Disney worth $7.42M as of Q1 2022.
IndexIQ Advisors bought 23,611 Walt Disney shares in Q1 2022, an estimated $3.41M.
Walt Disney made up 0.26% of IndexIQ Advisors's portfolio in Q1 2022, its #77 holding.
IndexIQ Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's Walt Disney position peaked at $8.14M in Q4 2020.
3,291 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.