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Kaizen Advisory’s Walt Disney DIS Stock Holding History

Kaizen Advisory’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
2018
Q4 		$442K Buy
4,033
+409
+11% +$46.5K 0.31% 124
2018
Q3 		$424K Hold
3,624
– – 0.22% 127
2018
Q2 		$380K Buy
3,624
+2,143
+145% +$219K 0.19% 127
2018
Q1 		$149K Sell
1,481
-10,231
-87% -$1.09M 0.15% 108
2017
Q4 		$583K Buy
+11,712
New +$1.21M 0.35% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Kaizen Advisory's DIS Position: Q4 2018 in Review

Kaizen Advisory increased its Walt Disney (DIS) stake by 11% in Q4 2018, buying an estimated $46.5K and bringing the position to 4,033 shares worth $442K. The position accounts for 0.31% of the portfolio, ranked #124.

Kaizen Advisory first reported a position in DIS in Q4 2017 and has held it in 5 quarters since. The position peaked at $583K in Q4 2017. 2,338 funds tracked by Wall St. Rank hold DIS as of Q4 2018.

  • Kaizen Advisory held 4,033 shares of Walt Disney worth $442K as of Q4 2018.
  • Kaizen Advisory bought 409 Walt Disney shares in Q4 2018, an estimated $46.5K.
  • Walt Disney made up 0.31% of Kaizen Advisory's portfolio in Q4 2018, its #124 holding.
  • Kaizen Advisory first reported a position in Walt Disney in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Walt Disney position peaked at $583K in Q4 2017.
  • 2,338 funds tracked by Wall St. Rank held Walt Disney as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.