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Meitav Investment House’s Walt Disney DIS Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-215,731
Closed -$19.5M – 250
2023
Q4 		$19.5M Buy
215,731
+17
+0% +$1.5K 0.29% 81
2023
Q3 		$17.4M Buy
215,714
+209,209
+3,216% +$17.9M 0.28% 82
2023
Q2 		$578K Sell
6,505
-2,909
-31% -$276K 0.01% 267
2023
Q1 		$956K Buy
9,414
+1,182
+14% +$119K 0.02% 234
2022
Q4 		$713K Sell
8,232
-40,673
-83% -$3.89M 0.01% 270
2022
Q3 		$4.76M Buy
48,905
+278
+0.6% +$29.8K 0.08% 145
2022
Q2 		$4.59M Buy
48,627
+9,663
+25% +$1.07M 0.08% 145
2022
Q1 		$5.35M Buy
38,964
+31,150
+399% +$4.5M 0.08% 157
2021
Q4 		$1.21M Buy
7,814
+2,657
+52% +$429K 0.02% 238
2021
Q3 		$881K Sell
5,157
-9,129
-64% -$1.63M 0.01% 256
2021
Q2 		$2.51M Sell
14,286
-104,171
-88% -$18.7M 0.06% 161
2021
Q1 		$21.9K Sell
118,457
-27,497
-19% -$5.07M 0.61% 52
2020
Q4 		$26.4M Sell
145,954
-20,440
-12% -$2.93M 1.04% 38
2020
Q3 		$20.7M Buy
166,394
+33,047
+25% +$4.13M 1.02% 42
2020
Q2 		$14.9M Buy
133,347
+123,451
+1,247% +$13.6M 0.89% 49
2020
Q1 		$972K Buy
9,896
+6,896
+230% +$872K 0.07% 147
2019
Q4 		$431K Sell
3,000
-2,465
-45% -$344K 0.03% 250
2019
Q3 		$726K Buy
5,465
+785
+17% +$109K 0.05% 197
2019
Q2 		$651K Sell
4,680
-3
-0.1% -$398 0.04% 203
2019
Q1 		$518K Sell
4,683
-37
-0.8% -$4.14K 0.03% 233
2018
Q4 		$473K Sell
4,720
-55
-1% -$6.25K 0.03% 204
2018
Q3 		$554K Buy
4,775
+19
+0.4% +$2.12K 0.03% 303
2018
Q2 		$582K Sell
4,756
-1,073
-18% -$110K 0.03% 307
2018
Q1 		$585K Buy
5,829
+1,229
+27% +$131K 0.03% 245
2017
Q4 		$496K Buy
+4,600
New +$474K 0.03% 157

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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

Meitav Investment House's DIS Position: Q1 2024 in Review

Meitav Investment House sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 215,731 shares — an estimated $19.5M sold.

Meitav Investment House first reported a position in DIS in Q4 2017 and held it in 25 quarters. The position peaked at $26.4M in Q4 2020. 3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Meitav Investment House reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 215,731 Walt Disney shares in Q1 2024, an estimated $19.5M.
  • Meitav Investment House first reported a position in Walt Disney in Q4 2017 and held it in 25 quarters.
  • Meitav Investment House's Walt Disney position peaked at $26.4M in Q4 2020.
  • 3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.