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Mariner Independent Advisor Network’s Walt Disney DIS Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$10.6M Buy
112,235
+6,104
+6% +$653K 0.45% 50
2022
Q2 		$10.3M Buy
106,131
+7,472
+8% +$829K 0.43% 52
2022
Q1 		$13.5M Buy
98,659
+22,806
+30% +$3.3M 0.52% 41
2021
Q4 		$11.9M Sell
75,853
-6,569
-8% -$1.06M 0.56% 36
2021
Q3 		$14M Buy
82,422
+13,511
+20% +$2.41M 0.68% 24
2021
Q2 		$12.1M Buy
68,911
+13,077
+23% +$2.35M 0.55% 33
2021
Q1 		$10.3M Buy
55,834
+4,271
+8% +$788K 0.54% 37
2020
Q4 		$9.34M Buy
51,563
+4,690
+10% +$673K 0.5% 36
2020
Q3 		$5.82M Sell
46,873
-2,016
-4% -$252K 0.48% 49
2020
Q2 		$5.53M Sell
48,889
-24,870
-34% -$2.75M 0.51% 48
2020
Q1 		$7.03M Buy
73,759
+16,583
+29% +$2.1M 0.63% 36
2019
Q4 		$8.3M Buy
57,176
+873
+2% +$122K 0.6% 37
2019
Q3 		$7.3M Buy
56,303
+11,400
+25% +$1.58M 0.55% 43
2019
Q2 		$6.35M Buy
44,903
+9,277
+26% +$1.23M 0.48% 48
2019
Q1 		$4M Sell
35,626
-2,711
-7% -$303K 0.34% 75
2018
Q4 		$4.3M Buy
38,337
+5,430
+17% +$617K 0.38% 69
2018
Q3 		$3.85M Buy
+32,907
New +$3.66M 0.48% 53
2018
Q2 		– Sell
-84,819
Closed -$8.52M – 180
2018
Q1 		$8.52M Buy
84,819
+49,259
+139% +$5.23M 0.52% 45
2017
Q4 		$3.82M Buy
+35,560
New +$3.66M 0.4% 66
2017
Q3 		– Sell
-59,033
Closed -$6.27M – 165
2017
Q2 		$6.27M Buy
+59,033
New +$6.46M 0.9% 30
2017
Q1 		– Sell
-68,460
Closed -$7.13M – 268
2016
Q4 		$7.13M Sell
68,460
-6,920
-9% -$675K 1.16% 25
2016
Q3 		$7M Buy
75,380
+12,506
+20% +$1.2M 1% 27
2016
Q2 		$6.15M Buy
62,874
+29,425
+88% +$2.94M 1.16% 21
2016
Q1 		$3.32M Buy
+33,449
New +$3.23M 1.06% 31

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

Mariner Independent Advisor Network's DIS Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Walt Disney (DIS) stake by 5.8% in Q3 2022, buying an estimated $653K and bringing the position to 112,235 shares worth $10.6M. The position accounts for 0.45% of the portfolio, ranked #50.

Mariner Independent Advisor Network first reported a position in DIS in Q1 2016 and has held it in 24 quarters since. The position peaked at $14M in Q3 2021. 3,000 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

  • Mariner Independent Advisor Network held 112,235 shares of Walt Disney worth $10.6M as of Q3 2022.
  • Mariner Independent Advisor Network bought 6,104 Walt Disney shares in Q3 2022, an estimated $653K.
  • Walt Disney made up 0.45% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #50 holding.
  • Mariner Independent Advisor Network first reported a position in Walt Disney in Q1 2016 and has held it in 24 quarters since.
  • Mariner Independent Advisor Network's Walt Disney position peaked at $14M in Q3 2021.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.