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LYNX CAPITAL GROUP LTD /ADV’s Walt Disney DIS Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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
Q4 		$1.71M Buy
+18,902
New +$1.67M 1.24% 40

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LYNX CAPITAL GROUP LTD /ADV's DIS Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in Walt Disney (DIS) in Q4 2023: 18,902 shares worth $1.71M. The stake represents 1.24% of the portfolio and ranks #40 among its holdings.

3,003 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • LYNX CAPITAL GROUP LTD /ADV held 18,902 shares of Walt Disney worth $1.71M as of Q4 2023.
  • Walt Disney was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
  • Walt Disney made up 1.24% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #40 holding.
  • 3,003 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.