McBroom & Associates’s Walt Disney DIS Stock Holding History

McBroom & 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
2022 Q1	–	Sell	-29,490	Closed	-$4.57M	–	30
2021 Q4	$4.57M	Buy	+29,490	New	+$4.76M	3.44%	19

Other funds holding DIS

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

McBroom & Associates's DIS Position: Q1 2022 in Review

McBroom & Associates sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 29,490 shares — an estimated $4.57M sold.

McBroom & Associates first reported a position in DIS in Q4 2021 and held it in 1 quarter. The position peaked at $4.57M in Q4 2021. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

McBroom & Associates reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
McBroom & Associates sold 29,490 Walt Disney shares in Q1 2022, an estimated $4.57M.
McBroom & Associates first reported a position in Walt Disney in Q4 2021 and held it in 1 quarter.
McBroom & Associates's Walt Disney position peaked at $4.57M in Q4 2021.
3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on McBroom & Associates's 13F filing for Q1 2022, filed 4 May 2022.