KC
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Kades & Cheifetz’s Walt Disney DIS Stock Holding History

Kades & Cheifetz’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
Q3 		– Sell
-4,828
Closed -$431K – 76
2023
Q2 		$431K Sell
4,828
-8
-0.2% -$758 0.33% 58
2023
Q1 		$484K Sell
4,836
-151
-3% -$15.2K 0.38% 54
2022
Q4 		$433K Buy
+4,987
New +$477K 0.36% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kades & Cheifetz's DIS Position: Q3 2023 in Review

Kades & Cheifetz sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 4,828 shares — an estimated $431K sold.

Kades & Cheifetz first reported a position in DIS in Q4 2022 and held it in 3 quarters. The position peaked at $484K in Q1 2023. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Kades & Cheifetz reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Kades & Cheifetz sold 4,828 Walt Disney shares in Q3 2023, an estimated $431K.
  • Kades & Cheifetz first reported a position in Walt Disney in Q4 2022 and held it in 3 quarters.
  • Kades & Cheifetz's Walt Disney position peaked at $484K in Q1 2023.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Kades & Cheifetz's 13F filing for Q3 2023, filed 30 Oct 2023.