KLC
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Knowledge Leaders Capital’s Walt Disney DIS Stock Holding History

Knowledge Leaders Capital’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
2021
Q3 		– Sell
-5,460
Closed -$960K – 112
2021
Q2 		$960K Buy
+5,460
New +$982K 0.64% 70

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State Farm Mutual Automobile Insurance
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Knowledge Leaders Capital's DIS Position: Q3 2021 in Review

Knowledge Leaders Capital sold out of Walt Disney (DIS) in Q3 2021, closing a stake of 5,460 shares — an estimated $960K sold.

Knowledge Leaders Capital first reported a position in DIS in Q2 2021 and held it in 1 quarter. The position peaked at $960K in Q2 2021. 3,087 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • Knowledge Leaders Capital reported no remaining Walt Disney position as of Q3 2021 after selling out during the quarter.
  • Knowledge Leaders Capital sold 5,460 Walt Disney shares in Q3 2021, an estimated $960K.
  • Knowledge Leaders Capital first reported a position in Walt Disney in Q2 2021 and held it in 1 quarter.
  • Knowledge Leaders Capital's Walt Disney position peaked at $960K in Q2 2021.
  • 3,087 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Knowledge Leaders Capital's 13F filing for Q3 2021, filed 4 Nov 2021.