Jackson Square Capital’s Walt Disney DIS Stock Holding History

Jackson Square Capital’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 Q2	–	Sell	-10,853	Closed	-$1.09M	–	117
2023 Q1	$1.09M	Buy	+10,853	New	+$1.09M	0.49%	50
2022 Q4	–	Sell	-5,198	Closed	-$490K	–	126
2022 Q3	$490K	Buy	+5,198	New	+$556K	0.24%	80
2022 Q2	–	Sell	-2,151	Closed	-$295K	–	157
2022 Q1	$295K	Sell	2,151 -1,635	-43%	-$236K	0.09%	150
2021 Q4	$586K	Sell	3,786 -11,578	-75%	-$1.87M	0.17%	113
2021 Q3	$2.6M	Sell	15,364 -3,938	-20%	-$702K	0.85%	39
2021 Q2	$3.39M	Buy	19,302 +652	+3%	+$117K	1.09%	28
2021 Q1	$3.44M	Buy	18,650 +14,109	+311%	+$2.6M	1.31%	28
2020 Q4	$823K	Buy	4,541 +2,470	+119%	+$355K	0.32%	65
2020 Q3	$257K	Buy	2,071 +37	+2%	+$4.63K	0.11%	112
2020 Q2	$227K	Buy	2,034 +1,783	+710%	+$197K	0.11%	105
2020 Q1	$24K	Sell	251 -17,952	-99%	-$2.27M	0.02%	161
2019 Q4	$2.63M	Buy	+18,203	New	+$2.54M	1.52%	24

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jackson Square Capital's DIS Position: Q2 2023 in Review

Jackson Square Capital sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 10,853 shares — an estimated $1.09M sold.

Jackson Square Capital first reported a position in DIS in Q4 2019 and held it in 12 quarters. The position peaked at $3.44M in Q1 2021. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Jackson Square Capital reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Jackson Square Capital sold 10,853 Walt Disney shares in Q2 2023, an estimated $1.09M.
Jackson Square Capital first reported a position in Walt Disney in Q4 2019 and held it in 12 quarters.
Jackson Square Capital's Walt Disney position peaked at $3.44M in Q1 2021.
2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Jackson Square Capital's 13F filing for Q2 2023, filed 28 Jul 2023.