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Marvin & Palmer Associates’s Walt Disney DIS Stock Holding History

Marvin & Palmer Associates’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
2020
Q1 		– Sell
-45,850
Closed -$6.63M – 32
2019
Q4 		$6.63M Sell
45,850
-754
-2% -$105K 3.91% 14
2019
Q3 		$6.07M Buy
46,604
+977
+2% +$135K 3.99% 16
2019
Q2 		$6.37M Buy
45,627
+3,058
+7% +$406K 4.22% 10
2019
Q1 		$4.73M Hold
42,569
– – 3.68% 17
2018
Q4 		$4.67M Buy
+42,569
New +$4.84M 4.02% 14
2016
Q1 		– Sell
-15,450
Closed -$1.64M – 53
2015
Q4 		$1.64M Sell
15,450
-600
-4% -$66.9K 1.68% 33
2015
Q3 		$1.64M Sell
16,050
-2,450
-13% -$267K 1.96% 28
2015
Q2 		$2.11M Sell
18,500
-200
-1% -$22K 2% 25
2015
Q1 		$1.96M Buy
18,700
+1,756
+10% +$177K 1.7% 29
2014
Q4 		$1.61M Sell
16,944
-366
-2% -$33K 1.64% 28
2014
Q3 		$1.54M Sell
17,310
-4,850
-22% -$428K 1.57% 28
2014
Q2 		$1.9M Sell
22,160
-800
-3% -$65.3K 1.65% 20
2014
Q1 		$1.84M Sell
22,960
-5,040
-18% -$391K 1.61% 23
2013
Q4 		$2.14M Sell
28,000
-3,200
-10% -$222K 1.28% 26
2013
Q3 		$2.01M Sell
31,200
-39,800
-56% -$2.55M 1.32% 25
2013
Q2 		$4.48M Buy
+71,000
New +$4.49M 2.43% 14

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marvin & Palmer Associates's DIS Position: Q1 2020 in Review

Marvin & Palmer Associates sold out of Walt Disney (DIS) in Q1 2020, closing a stake of 45,850 shares — an estimated $6.63M sold.

Marvin & Palmer Associates first reported a position in DIS in Q2 2013 and held it in 16 quarters. The position peaked at $6.63M in Q4 2019. 2,678 funds tracked by Wall St. Rank hold DIS as of Q1 2020.

  • Marvin & Palmer Associates reported no remaining Walt Disney position as of Q1 2020 after selling out during the quarter.
  • Marvin & Palmer Associates sold 45,850 Walt Disney shares in Q1 2020, an estimated $6.63M.
  • Marvin & Palmer Associates first reported a position in Walt Disney in Q2 2013 and held it in 16 quarters.
  • Marvin & Palmer Associates's Walt Disney position peaked at $6.63M in Q4 2019.
  • 2,678 funds tracked by Wall St. Rank held Walt Disney as of Q1 2020.

Based on Marvin & Palmer Associates's 13F filing for Q1 2020, filed 12 May 2020.