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Jupiter Investment Management’s Walt Disney DIS Stock Holding History

Jupiter Investment Management’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
2020
Q2 		$462K Sell
4,145
-5,793
-58% -$640K 0.01% 327
2020
Q1 		$960K Sell
9,938
-7,371
-43% -$932K 0.02% 248
2019
Q4 		$2.5M Sell
17,309
-190,363
-92% -$26.6M 0.03% 277
2019
Q3 		$27.1M Buy
207,672
+190,390
+1,102% +$26.3M 0.35% 85
2019
Q2 		$2.41M Sell
17,282
-1,566,985
-99% -$208M 0.02% 220
2019
Q1 		$176M Buy
1,584,267
+611,177
+63% +$68.3M 1.62% 13
2018
Q4 		$107M Buy
+973,090
New +$111M 0.95% 36
2017
Q4 		– Sell
-3,300
Closed -$325K – 383
2017
Q3 		$325K Buy
+3,300
New +$339K ﹤0.01% 288
2016
Q4 		– Sell
-37,569
Closed -$3.49M – 382
2016
Q3 		$3.49M Sell
37,569
-8,123
-18% -$778K 0.06% 190
2016
Q2 		$4.47M Buy
45,692
+12,002
+36% +$1.2M 0.08% 191
2016
Q1 		$3.35M Buy
33,690
+8,457
+34% +$816K 0.07% 203
2015
Q4 		$2.65M Sell
25,233
-28,767
-53% -$3.21M 0.07% 151
2015
Q3 		$5.52M Sell
54,000
-120,998
-69% -$13.2M 0.16% 131
2015
Q2 		$20M Buy
174,998
+167,135
+2,126% +$18.4M 0.58% 60
2015
Q1 		$824K Sell
7,863
-11,637
-60% -$1.17M 0.03% 238
2014
Q4 		$1.84M Buy
+19,500
New +$1.76M 0.07% 213
2013
Q4 		– Sell
-31,721
Closed -$2.04M – 350
2013
Q3 		$2.04M Buy
+31,721
New +$2.03M 0.19% 159

Other funds holding DIS

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jupiter Investment Management's DIS Position: Q2 2020 in Review

Jupiter Investment Management reduced its Walt Disney (DIS) stake by 58% in Q2 2020, selling an estimated $640K and leaving 4,145 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #327.

Jupiter Investment Management first reported a position in DIS in Q3 2013 and has held it in 17 quarters since. The position peaked at $176M in Q1 2019. 2,685 funds tracked by Wall St. Rank hold DIS as of Q2 2020.

  • Jupiter Investment Management held 4,145 shares of Walt Disney worth $462K as of Q2 2020.
  • Jupiter Investment Management sold 5,793 Walt Disney shares in Q2 2020, an estimated $640K.
  • Walt Disney made up 0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #327 holding.
  • Jupiter Investment Management first reported a position in Walt Disney in Q3 2013 and has held it in 17 quarters since.
  • Jupiter Investment Management's Walt Disney position peaked at $176M in Q1 2019.
  • 2,685 funds tracked by Wall St. Rank held Walt Disney as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.