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Maxi Investments CY’s Walt Disney DIS Stock Holding History

Maxi Investments CY’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
-2,400
Closed -$231K – 148
2024
Q3 		$231K Sell
2,400
-8,700
-78% -$800K 0.06% 72
2024
Q2 		$1.1M Buy
+11,100
New +$1.19M 0.25% 61

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 $1.6B AUM 20.7% 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

Maxi Investments CY's DIS Position: Q4 2024 in Review

Maxi Investments CY sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 2,400 shares — an estimated $231K sold.

Maxi Investments CY first reported a position in DIS in Q2 2024 and held it in 2 quarters. The position peaked at $1.1M in Q2 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Maxi Investments CY reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Maxi Investments CY sold 2,400 Walt Disney shares in Q4 2024, an estimated $231K.
  • Maxi Investments CY first reported a position in Walt Disney in Q2 2024 and held it in 2 quarters.
  • Maxi Investments CY's Walt Disney position peaked at $1.1M in Q2 2024.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Maxi Investments CY's 13F filing for Q4 2024, filed 10 Feb 2025.