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Leelyn Smith’s Walt Disney DIS Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-677
Closed -$58.8K – 179
2022
Q4 		$58.8K Buy
677
+278
+70% +$26.6K 0.02% 165
2022
Q3 		$38K Sell
399
-4,601
-92% -$492K 0.01% 169
2022
Q2 		$472K Sell
5,000
-15,778
-76% -$1.75M 0.12% 93
2022
Q1 		$2.85M Buy
20,778
+1,921
+10% +$278K 0.74% 37
2021
Q4 		$2.92M Buy
18,857
+454
+2% +$73.3K 0.78% 33
2021
Q3 		$3.11M Buy
18,403
+1,021
+6% +$182K 0.9% 23
2021
Q2 		$3.06M Sell
17,382
-1,099
-6% -$198K 0.9% 25
2021
Q1 		$3.41M Buy
18,481
+503
+3% +$92.8K 1.01% 21
2020
Q4 		$3.26M Buy
17,978
+599
+3% +$86K 1.04% 21
2020
Q3 		$2.06M Buy
17,379
+1,364
+9% +$170K 0.73% 33
2020
Q2 		$1.78M Buy
16,015
+1,909
+14% +$211K 0.74% 34
2020
Q1 		$1.36M Buy
14,106
+3,555
+34% +$449K 0.73% 36
2019
Q4 		$1.53K Buy
+10,551
New +$1.47M 0.73% 34

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leelyn Smith's DIS Position: Q1 2023 in Review

Leelyn Smith sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 677 shares — an estimated $58.8K sold.

Leelyn Smith first reported a position in DIS in Q4 2019 and held it in 13 quarters. The position peaked at $3.41M in Q1 2021. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Leelyn Smith reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 677 Walt Disney shares in Q1 2023, an estimated $58.8K.
  • Leelyn Smith first reported a position in Walt Disney in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's Walt Disney position peaked at $3.41M in Q1 2021.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.