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Mar Vista Investment Partners’s Walt Disney DIS Stock Holding History

Mar Vista Investment 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
2024
Q4 		– Sell
-411,130
Closed -$39.5M – 57
2024
Q3 		$39.5M Sell
411,130
-150,122
-27% -$13.8M 2.52% 18
2024
Q2 		$55.7M Sell
561,252
-281,040
-33% -$30.3M 2.74% 16
2024
Q1 		$103M Sell
842,292
-21,230
-2% -$2.22M 4.5% 4
2023
Q4 		$78M Buy
863,522
+75,848
+10% +$6.69M 3.56% 10
2023
Q3 		$63.8M Buy
787,674
+221,226
+39% +$18.9M 3.06% 14
2023
Q2 		$50.6M Sell
566,448
-27,737
-5% -$2.63M 2.12% 26
2023
Q1 		$59.5M Sell
594,185
-858
-0.1% -$86.5K 2.64% 19
2022
Q4 		$51.7M Sell
595,043
-48,310
-8% -$4.62M 2.32% 26
2022
Q3 		$60.7M Buy
643,353
+2,920
+0.5% +$313K 2.71% 19
2022
Q2 		$60.5M Buy
+640,433
New +$71.1M 2.49% 20
2018
Q2 		– Sell
-341,607
Closed -$34.3M – 52
2018
Q1 		$34.3M Sell
341,607
-17,910
-5% -$1.9M 1.36% 30
2017
Q4 		$38.7M Buy
359,517
+969
+0.3% +$99.8K 1.45% 31
2017
Q3 		$35.3M Buy
358,548
+19,367
+6% +$1.99M 1.47% 29
2017
Q2 		$36M Buy
+339,181
New +$37.1M 1.5% 30
2014
Q4 		– Sell
-137,674
Closed -$12.3M – 64
2014
Q3 		$12.3M Sell
137,674
-6,065
-4% -$535K 0.75% 36
2014
Q2 		$12.3M Sell
143,739
-51,787
-26% -$4.23M 0.76% 36
2014
Q1 		$15.7M Sell
195,526
-126,350
-39% -$9.79M 0.9% 37
2013
Q4 		$24.6M Buy
321,876
+4,040
+1% +$280K 1.43% 23
2013
Q3 		$20.5M Buy
317,836
+6,692
+2% +$429K 1.41% 25
2013
Q2 		$19.6M Buy
+311,144
New +$19.7M 1.28% 25

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

Mar Vista Investment Partners's DIS Position: Q4 2024 in Review

Mar Vista Investment Partners sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 411,130 shares — an estimated $39.5M sold.

Mar Vista Investment Partners first reported a position in DIS in Q2 2013 and held it in 20 quarters. The position peaked at $103M in Q1 2024. 3,238 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Mar Vista Investment Partners reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Mar Vista Investment Partners sold 411,130 Walt Disney shares in Q4 2024, an estimated $39.5M.
  • Mar Vista Investment Partners first reported a position in Walt Disney in Q2 2013 and held it in 20 quarters.
  • Mar Vista Investment Partners's Walt Disney position peaked at $103M in Q1 2024.
  • 3,238 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Mar Vista Investment Partners's 13F filing for Q4 2024, filed 14 Feb 2025.