KB Financial Partners’s Walt Disney DIS Stock Holding History

KB Financial 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
2023 Q3	$76K	Sell	940 -51	-5%	-$4.36K	0.02%	217
2023 Q2	$88K	Buy	991 +46	+5%	+$4.36K	0.02%	212
2023 Q1	$95K	Hold	945	–	–	0.03%	208
2022 Q4	$82K	Sell	945 -3	-0.3%	-$287	0.03%	228
2022 Q3	$89K	Sell	948 -10	-1%	-$1.07K	0.03%	206
2022 Q2	$90K	Buy	958 +118	+14%	+$13.1K	0.03%	218
2022 Q1	$115K	Sell	840 -89	-10%	-$12.9K	0.03%	218
2021 Q4	$144K	Buy	+929	New	+$150K	0.04%	212
2021 Q3	–	Sell	-1,059	Closed	-$186K	–	267
2021 Q2	$186K	Sell	1,059 -722	-41%	-$130K	0.07%	162
2021 Q1	$329K	Buy	+1,781	New	+$328K	0.14%	76

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KB Financial Partners's DIS Position: Q3 2023 in Review

KB Financial Partners reduced its Walt Disney (DIS) stake by 5.1% in Q3 2023, selling an estimated $4.36K and leaving 940 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #217.

KB Financial Partners first reported a position in DIS in Q1 2021 and has held it in 10 quarters since. The position peaked at $329K in Q1 2021. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

KB Financial Partners held 940 shares of Walt Disney worth $76K as of Q3 2023.
KB Financial Partners sold 51 Walt Disney shares in Q3 2023, an estimated $4.36K.
Walt Disney made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #217 holding.
KB Financial Partners first reported a position in Walt Disney in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Walt Disney position peaked at $329K in Q1 2021.
2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.