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Kiwi Wealth Investments Limited Partnership’s Walt Disney DIS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-90,899
Closed -$8.12M – 88
2023
Q2 		$8.12M Buy
90,899
+30,550
+51% +$2.89M 0.5% 58
2023
Q1 		$6.04M Sell
60,349
-1,391
-2% -$140K 0.39% 78
2022
Q4 		$5.36M Buy
+61,740
New +$5.91M 0.36% 73
2022
Q2 		– Sell
-19,308
Closed -$2.65M – 212
2022
Q1 		$2.65M Sell
19,308
-18,757
-49% -$2.71M 0.14% 151
2021
Q4 		$5.9M Buy
38,065
+7,581
+25% +$1.22M 0.28% 100
2021
Q3 		$5.16M Sell
30,484
-14,463
-32% -$2.58M 0.26% 112
2021
Q2 		$7.9M Buy
44,947
+34,348
+324% +$6.18M 0.41% 66
2021
Q1 		$1.96M Buy
10,599
+6,413
+153% +$1.18M 0.11% 156
2020
Q4 		$758K Buy
+4,186
New +$601K 0.04% 230
2019
Q3 		– Sell
-152,607
Closed -$21.3M – 193
2019
Q2 		$21.3M Buy
+152,607
New +$20.2M 1.86% 10
2019
Q1 		– Sell
-55,276
Closed -$6.06M – 179
2018
Q4 		$6.06M Buy
+55,276
New +$6.28M 0.64% 48
2018
Q3 		– Sell
-71,107
Closed -$7.45M – 179
2018
Q2 		$7.45M Sell
71,107
-19,750
-22% -$2.02M 0.71% 43
2018
Q1 		$9.13M Buy
+90,857
New +$9.65M 0.9% 35
2017
Q3 		– Sell
-47,075
Closed -$5M – 137
2017
Q2 		$5M Buy
+47,075
New +$5.15M 0.46% 42
2017
Q1 		– Sell
-88,940
Closed -$9.27M – 163
2016
Q4 		$9.27M Buy
+88,940
New +$8.67M 0.79% 30
2016
Q2 		– Sell
-82,254
Closed -$8.17M – 118
2016
Q1 		$8.17M Buy
+82,254
New +$7.94M 0.84% 46
2015
Q3 		– Sell
-78,008
Closed -$8.9M – 106
2015
Q2 		$8.9M Sell
78,008
-4,246
-5% -$466K 0.95% 39
2015
Q1 		$8.63M Sell
82,254
-6,393
-7% -$645K 0.88% 43
2014
Q4 		$8.35M Buy
88,647
+27,041
+44% +$2.44M 0.83% 44
2014
Q3 		$5.49M Buy
+61,606
New +$5.43M 0.51% 59

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

Kiwi Wealth Investments Limited Partnership's DIS Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 90,899 shares — an estimated $8.12M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in DIS in Q3 2014 and held it in 20 quarters. The position peaked at $21.3M in Q2 2019. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 90,899 Walt Disney shares in Q3 2023, an estimated $8.12M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Walt Disney in Q3 2014 and held it in 20 quarters.
  • Kiwi Wealth Investments Limited Partnership's Walt Disney position peaked at $21.3M in Q2 2019.
  • 2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.