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MBA Advisors’s Walt Disney DIS Stock Holding History

MBA Advisors’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
Q3 		– Sell
-2,574
Closed -$256K – 133
2024
Q2 		$256K Buy
2,574
+469
+22% +$50.5K 0.13% 114
2024
Q1 		$258K Sell
2,105
-693
-25% -$72.4K 0.13% 109
2023
Q4 		$253K Buy
2,798
+195
+7% +$17.2K 0.14% 108
2023
Q3 		$211K Sell
2,603
-995
-28% -$85K 0.13% 112
2023
Q2 		$321K Buy
3,598
+500
+16% +$47.4K 0.19% 86
2023
Q1 		$310K Sell
3,098
-20
-0.6% -$2.02K 0.19% 94
2022
Q4 		$271K Sell
3,118
-1,290
-29% -$123K 0.18% 101
2022
Q3 		$416K Hold
4,408
– – 0.3% 73
2022
Q2 		$416K Sell
4,408
-393
-8% -$43.6K 0.29% 74
2022
Q1 		$658K Buy
4,801
+86
+2% +$12.4K 0.41% 66
2021
Q4 		$730K Buy
4,715
+578
+14% +$93.3K 0.45% 60
2021
Q3 		$700K Hold
4,137
– – 0.52% 51
2021
Q2 		$727 Buy
4,137
+32
+0.8% +$5.75K 0.34% 52
2021
Q1 		$757 Buy
+4,105
New +$757K 0.42% 47

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MBA Advisors's DIS Position: Q3 2024 in Review

MBA Advisors sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 2,574 shares — an estimated $256K sold.

MBA Advisors first reported a position in DIS in Q1 2021 and held it in 14 quarters. The position peaked at $730K in Q4 2021. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • MBA Advisors reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
  • MBA Advisors sold 2,574 Walt Disney shares in Q3 2024, an estimated $256K.
  • MBA Advisors first reported a position in Walt Disney in Q1 2021 and held it in 14 quarters.
  • MBA Advisors's Walt Disney position peaked at $730K in Q4 2021.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on MBA Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.