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Jeereddi Investments’s Walt Disney DIS Stock Holding History

Jeereddi Investments’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 		– Sell
-1,340
Closed -$227K – 54
2021
Q3 		$227K Hold
1,340
– – 0.2% 53
2021
Q2 		$236K Sell
1,340
-560
-29% -$101K 0.19% 52
2021
Q1 		$351K Hold
1,900
– – 0.25% 42
2020
Q4 		$344K Hold
1,900
– – 0.28% 37
2020
Q3 		$236K Hold
1,900
– – 0.22% 41
2020
Q2 		$212K Buy
+1,900
New +$210K 0.22% 38
2020
Q1 		– Sell
-1,600
Closed -$231K – 48
2019
Q4 		$231K Buy
+1,600
New +$223K 0.2% 43

Other funds holding DIS

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

Jeereddi Investments's DIS Position: Q4 2021 in Review

Jeereddi Investments sold out of Walt Disney (DIS) in Q4 2021, closing a stake of 1,340 shares — an estimated $227K sold.

Jeereddi Investments first reported a position in DIS in Q4 2019 and held it in 7 quarters. The position peaked at $351K in Q1 2021. 3,368 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

  • Jeereddi Investments reported no remaining Walt Disney position as of Q4 2021 after selling out during the quarter.
  • Jeereddi Investments sold 1,340 Walt Disney shares in Q4 2021, an estimated $227K.
  • Jeereddi Investments first reported a position in Walt Disney in Q4 2019 and held it in 7 quarters.
  • Jeereddi Investments's Walt Disney position peaked at $351K in Q1 2021.
  • 3,368 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Jeereddi Investments's 13F filing for Q4 2021, filed 14 Feb 2022.