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Leonard Green & Partners’s Walt Disney DIS Stock Holding History

Leonard Green & Partners’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
2022
Q2 		– Sell
-1,300,000
Closed -$178M – 23
2022
Q1 		$178M Buy
1,300,000
+1,000,000
+333% +$145M 1.23% 15
2021
Q4 		$46.5M Buy
+300,000
New +$48.5M 0.35% 20
2021
Q2 		– Sell
-767,500
Closed -$142M – 41
2021
Q1 		$142M Buy
+767,500
New +$142M 1.81% 17

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

Leonard Green & Partners's DIS Position: Q3 2021 in Review

Leonard Green & Partners sold out of Walt Disney (DIS) in Q3 2021, closing a stake of 50,000 shares — an estimated $8.79M sold.

Leonard Green & Partners first reported a position in DIS in Q1 2019 and held it in 6 quarters. The position peaked at $9.93M in Q3 2020. 3,088 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • Leonard Green & Partners reported no remaining Walt Disney position as of Q3 2021 after selling out during the quarter.
  • Leonard Green & Partners sold 50,000 Walt Disney shares in Q3 2021, an estimated $8.79M.
  • Leonard Green & Partners first reported a position in Walt Disney in Q1 2019 and held it in 6 quarters.
  • Leonard Green & Partners's Walt Disney position peaked at $9.93M in Q3 2020.
  • 3,088 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Leonard Green & Partners's 13F filing for Q3 2021, filed 15 Nov 2021.