JBJ Investment Partners’s Walt Disney DIS Stock Holding History

JBJ Investment Partners’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
2021 Q4	$891K	Sell	5,752 -2,347	-29%	-$379K	0.18%	27
2021 Q3	$1.37M	Hold	8,099	–	–	0.28%	23
2021 Q2	$1.42M	Sell	8,099 -140	-2%	-$25.2K	0.29%	23
2021 Q1	$1.52M	Sell	8,239 -1,715	-17%	-$316K	0.33%	21
2020 Q4	$1.8M	Sell	9,954 -2,015	-17%	-$289K	0.41%	21
2020 Q3	$1.49M	Buy	11,969 +1,698	+17%	+$212K	0.39%	28
2020 Q2	$1.15M	Buy	10,271 +7,729	+304%	+$853K	0.33%	33
2020 Q1	$246K	Buy	2,542 +367	+17%	+$46.4K	0.09%	37
2019 Q4	$315K	Buy	2,175 +136	+7%	+$19K	0.1%	37
2019 Q3	$266K	Buy	2,039 +572	+39%	+$79.1K	0.09%	40
2019 Q2	$205K	Buy	1,467 +1,317	+878%	+$175K	0.07%	46
2019 Q1	$17K	Buy	+150	New	+$16.8K	0.01%	158

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JBJ Investment Partners's DIS Position: Q4 2021 in Review

JBJ Investment Partners reduced its Walt Disney (DIS) stake by 29% in Q4 2021, selling an estimated $379K and leaving 5,752 shares worth $891K. The position accounts for 0.18% of the portfolio, ranked #27.

JBJ Investment Partners first reported a position in DIS in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.8M in Q4 2020. 3,367 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

JBJ Investment Partners held 5,752 shares of Walt Disney worth $891K as of Q4 2021.
JBJ Investment Partners sold 2,347 Walt Disney shares in Q4 2021, an estimated $379K.
Walt Disney made up 0.18% of JBJ Investment Partners's portfolio in Q4 2021, its #27 holding.
JBJ Investment Partners first reported a position in Walt Disney in Q1 2019 and has held it in 12 quarters since.
JBJ Investment Partners's Walt Disney position peaked at $1.8M in Q4 2020.
3,367 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.