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Lake Street Advisors Group’s Walt Disney DIS Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$1.89M Sell
16,880
-128
-0.8% -$13.4K 0.09% 142
2024
Q3 		$1.64M Sell
17,008
-1,180
-6% -$109K 0.08% 153
2024
Q2 		$1.81M Sell
18,188
-1,184
-6% -$127K 0.09% 141
2024
Q1 		$2.37M Buy
19,372
+595
+3% +$62.2K 0.11% 123
2023
Q4 		$1.7M Buy
18,777
+2,860
+18% +$252K 0.09% 155
2023
Q3 		$1.29M Sell
15,917
-1,566
-9% -$134K 0.08% 146
2023
Q2 		$1.56M Sell
17,483
-2,382
-12% -$226K 0.09% 142
2023
Q1 		$1.99M Sell
19,865
-1,642
-8% -$166K 0.12% 113
2022
Q4 		$1.87M Sell
21,507
-1,116
-5% -$107K 0.12% 111
2022
Q3 		$2.13M Buy
22,623
+2,228
+11% +$238K 0.15% 96
2022
Q2 		$1.93M Sell
20,395
-1,807
-8% -$201K 0.14% 99
2022
Q1 		$3.04M Buy
22,202
+4,404
+25% +$637K 0.19% 78
2021
Q4 		$2.76M Buy
+17,798
New +$2.87M 0.17% 83
2021
Q3 		– Sell
-9,935
Closed -$1.78M – 283
2021
Q2 		$1.78M Buy
9,935
+59
+0.6% +$10.6K 0.13% 73
2021
Q1 		$1.82M Sell
9,876
-922
-9% -$170K 0.15% 62
2020
Q4 		$1.96M Buy
10,798
+370
+4% +$53.1K 0.16% 64
2020
Q3 		$1.29M Sell
10,428
-146
-1% -$18.2K 0.12% 73
2020
Q2 		$1.18M Buy
10,574
+1,613
+18% +$178K 0.12% 74
2020
Q1 		$866K Buy
8,961
+751
+9% +$94.9K 0.11% 76
2019
Q4 		$1.19M Buy
8,210
+1,148
+16% +$160K 0.12% 63
2019
Q3 		$902K Buy
7,062
+151
+2% +$20.9K 0.1% 65
2019
Q2 		$965K Buy
6,911
+441
+7% +$58.5K 0.1% 61
2019
Q1 		$718K Buy
6,470
+946
+17% +$106K 0.08% 73
2018
Q4 		$606K Buy
5,524
+506
+10% +$57.5K 0.07% 78
2018
Q3 		$587K Sell
5,018
-3,671
-42% -$409K 0.07% 80
2018
Q2 		$911K Sell
8,689
-307
-3% -$31.4K 0.09% 86
2018
Q1 		$904K Sell
8,996
-28
-0.3% -$2.98K 0.1% 75
2017
Q4 		$970K Buy
+9,024
New +$930K 0.11% 73

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's DIS Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Walt Disney (DIS) stake by 0.75% in Q4 2024, selling an estimated $13.4K and leaving 16,880 shares worth $1.89M. The position accounts for 0.09% of the portfolio, ranked #142.

Lake Street Advisors Group first reported a position in DIS in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.04M in Q1 2022. 3,238 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Lake Street Advisors Group held 16,880 shares of Walt Disney worth $1.89M as of Q4 2024.
  • Lake Street Advisors Group sold 128 Walt Disney shares in Q4 2024, an estimated $13.4K.
  • Walt Disney made up 0.09% of Lake Street Advisors Group's portfolio in Q4 2024, its #142 holding.
  • Lake Street Advisors Group first reported a position in Walt Disney in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's Walt Disney position peaked at $3.04M in Q1 2022.
  • 3,238 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.