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Investors Financial Group’s Walt Disney DIS Stock Holding History

Investors Financial 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
2022
Q1 		– Sell
-10,379
Closed -$1.61M – 51
2021
Q4 		$1.61M Buy
10,379
+3,579
+53% +$578K 0.75% 27
2021
Q3 		$1.15M Buy
6,800
+220
+3% +$39.2K 0.61% 39
2021
Q2 		$1.16M Sell
6,580
-138
-2% -$24.8K 0.62% 40
2021
Q1 		$1.24M Buy
6,718
+236
+4% +$43.5K 0.73% 31
2020
Q4 		$1.17M Sell
6,482
-256
-4% -$36.7K 0.78% 30
2020
Q3 		$836K Buy
6,738
+37
+0.6% +$4.63K 0.63% 43
2020
Q2 		$747K Buy
6,701
+1,071
+19% +$118K 0.61% 47
2020
Q1 		$544K Buy
5,630
+3,123
+125% +$395K 0.55% 56
2019
Q4 		$363K Buy
+2,507
New +$350K 0.3% 86

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Investors Financial Group's DIS Position: Q1 2022 in Review

Investors Financial Group sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 10,379 shares — an estimated $1.61M sold.

Investors Financial Group first reported a position in DIS in Q4 2019 and held it in 9 quarters. The position peaked at $1.61M in Q4 2021. 3,291 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Investors Financial Group reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 10,379 Walt Disney shares in Q1 2022, an estimated $1.61M.
  • Investors Financial Group first reported a position in Walt Disney in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Walt Disney position peaked at $1.61M in Q4 2021.
  • 3,291 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.