Mark J. Bradley’s Walt Disney DIS Stock Holding History

Mark J. Bradley’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 Q2	$1.4M	Sell	15,705 -10,021	-39%	-$949K	1.39%	35
2023 Q1	$2.58M	Buy	25,726 +605	+2%	+$61K	1.87%	25
2022 Q4	$2.18M	Sell	25,121 -960	-4%	-$91.8K	1.94%	23
2022 Q3	$2.46M	Buy	26,081 +2,675	+11%	+$286K	2.28%	20
2022 Q2	$2.21M	Sell	23,406 -210	-0.9%	-$23.3K	2%	22
2022 Q1	$3.24M	Sell	23,616 -215	-0.9%	-$31.1K	2.31%	18
2021 Q4	$3.69M	Sell	23,831 -1,224	-5%	-$198K	2.41%	18
2021 Q3	$4.24M	Sell	25,055 -415	-2%	-$74K	2.9%	12
2021 Q2	$4.48M	Sell	25,470 -1,120	-4%	-$201K	2.99%	10
2021 Q1	$4.91M	Sell	26,590 -944	-3%	-$174K	3.32%	7
2020 Q4	$4.99M	Buy	+27,534	New	+$3.95M	3.44%	7

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mark J. Bradley's DIS Position: Q2 2023 in Review

Mark J. Bradley reduced its Walt Disney (DIS) stake by 39% in Q2 2023, selling an estimated $949K and leaving 15,705 shares worth $1.4M. The position accounts for 1.39% of the portfolio, ranked #35.

Mark J. Bradley first reported a position in DIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.99M in Q4 2020. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Mark J. Bradley held 15,705 shares of Walt Disney worth $1.4M as of Q2 2023.
Mark J. Bradley sold 10,021 Walt Disney shares in Q2 2023, an estimated $949K.
Walt Disney made up 1.39% of Mark J. Bradley's portfolio in Q2 2023, its #35 holding.
Mark J. Bradley first reported a position in Walt Disney in Q4 2020 and has held it in 11 quarters since.
Mark J. Bradley's Walt Disney position peaked at $4.99M in Q4 2020.
2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.