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Madden Securities’s Walt Disney DIS Stock Holding History

Madden Securities’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
-647
Closed -$56.2K – 161
2022
Q4 		$56.2K Buy
+647
New +$61.9K 0.03% 193
2021
Q3 		– Sell
-3,510
Closed -$617K – 121
2021
Q2 		$617K Sell
3,510
-584
-14% -$105K 0.32% 79
2021
Q1 		$755K Sell
4,094
-100
-2% -$18.4K 0.44% 64
2020
Q4 		$760K Sell
4,194
-400
-9% -$57.4K 0.49% 59
2020
Q3 		$570K Buy
4,594
+1,604
+54% +$200K 0.42% 70
2020
Q2 		$333K Buy
+2,990
New +$330K 0.3% 77
2019
Q4 		$430K Buy
+2,985
New +$417K 0.43% 68

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

Madden Securities's DIS Position: Q1 2023 in Review

Madden Securities sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 647 shares — an estimated $56.2K sold.

Madden Securities first reported a position in DIS in Q4 2019 and held it in 7 quarters. The position peaked at $760K in Q4 2020. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Madden Securities reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 647 Walt Disney shares in Q1 2023, an estimated $56.2K.
  • Madden Securities first reported a position in Walt Disney in Q4 2019 and held it in 7 quarters.
  • Madden Securities's Walt Disney position peaked at $760K in Q4 2020.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.