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McGuire Investment Group’s Walt Disney DIS Stock Holding History

McGuire Investment Group’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
Q3 		– Sell
-2,363
Closed -$211K – 118
2023
Q2 		$211K Sell
2,363
-901
-28% -$85.4K 0.04% 112
2023
Q1 		$327K Sell
3,264
-8
-0.2% -$807 0.07% 89
2022
Q4 		$284K Sell
3,272
-48
-1% -$4.59K 0.06% 93
2022
Q3 		$313K Hold
3,320
– – 0.07% 89
2022
Q2 		$313K Sell
3,320
-501
-13% -$55.6K 0.07% 92
2022
Q1 		$524K Sell
3,821
-1
-0% -$145 0.1% 75
2021
Q4 		$592K Sell
3,822
-329
-8% -$53.1K 0.1% 77
2021
Q3 		$702K Buy
4,151
+107
+3% +$19.1K 0.13% 67
2021
Q2 		$711K Buy
4,044
+487
+14% +$87.6K 0.13% 69
2021
Q1 		$656K Sell
3,557
-17
-0.5% -$3.13K 0.14% 67
2020
Q4 		$648K Hold
3,574
– – 0.16% 61
2020
Q3 		$443K Buy
3,574
+253
+8% +$31.6K 0.13% 64
2020
Q2 		$370K Buy
3,321
+265
+9% +$29.3K 0.13% 67
2020
Q1 		$295K Buy
3,056
+73
+2% +$9.23K 0.12% 68
2019
Q4 		$431K Hold
2,983
– – 0.13% 70
2019
Q3 		$389K Hold
2,983
– – 0.13% 71
2019
Q2 		$417K Hold
2,983
– – 0.13% 69
2019
Q1 		$331K Sell
2,983
-9
-0.3% -$1.01K 0.11% 78
2018
Q4 		$328K Sell
2,992
-81
-3% -$9.21K 0.12% 74
2018
Q3 		$359K Buy
+3,073
New +$342K 0.12% 77

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McGuire Investment Group's DIS Position: Q3 2023 in Review

McGuire Investment Group sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 2,363 shares — an estimated $211K sold.

McGuire Investment Group first reported a position in DIS in Q3 2018 and held it in 20 quarters. The position peaked at $711K in Q2 2021. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • McGuire Investment Group reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • McGuire Investment Group sold 2,363 Walt Disney shares in Q3 2023, an estimated $211K.
  • McGuire Investment Group first reported a position in Walt Disney in Q3 2018 and held it in 20 quarters.
  • McGuire Investment Group's Walt Disney position peaked at $711K in Q2 2021.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on McGuire Investment Group's 13F filing for Q3 2023, filed 12 Oct 2023.