MFW
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Meristem Family Wealth’s Walt Disney DIS Stock Holding History

Meristem Family Wealth’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
2018
Q4 		– Sell
-8,565
Closed -$1M – 132
2018
Q3 		$1M Buy
+8,565
New +$953K 0.34% 40

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meristem Family Wealth's DIS Position: Q1 2022 in Review

Meristem Family Wealth reduced its Walt Disney (DIS) stake by 25% in Q1 2022, selling an estimated $719K and leaving 14,546 shares worth $2M. The position accounts for 0.22% of the portfolio, ranked #52.

Meristem Family Wealth first reported a position in DIS in Q2 2013 and has held it in 34 quarters since. The position peaked at $3.54M in Q3 2021. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Meristem Family Wealth held 14,546 shares of Walt Disney worth $2M as of Q1 2022.
  • Meristem Family Wealth sold 4,973 Walt Disney shares in Q1 2022, an estimated $719K.
  • Walt Disney made up 0.22% of Meristem Family Wealth's portfolio in Q1 2022, its #52 holding.
  • Meristem Family Wealth first reported a position in Walt Disney in Q2 2013 and has held it in 34 quarters since.
  • Meristem Family Wealth's Walt Disney position peaked at $3.54M in Q3 2021.
  • 3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.