MJP
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Michael J. Puzo’s Walt Disney DIS Stock Holding History

Michael J. Puzo’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
Q4 		– Sell
-11,735
Closed -$951K – 76
2023
Q3 		$951K Sell
11,735
-21,113
-64% -$1.8M 0.32% 46
2023
Q2 		$2.93M Buy
32,848
+448
+1% +$42.4K 0.93% 34
2023
Q1 		$3.24M Buy
32,400
+18,841
+139% +$1.9M 1.08% 34
2022
Q4 		$1.18M Sell
13,559
-33,682
-71% -$3.22M 0.43% 41
2022
Q3 		$4.46M Buy
47,241
+713
+2% +$76.3K 1.69% 27
2022
Q2 		$4.39M Buy
46,528
+395
+0.9% +$43.8K 1.56% 25
2022
Q1 		$6.33M Buy
46,133
+677
+1% +$97.9K 1.9% 23
2021
Q4 		$7.04M Buy
45,456
+1,490
+3% +$241K 1.99% 21
2021
Q3 		$7.44M Buy
43,966
+180
+0.4% +$32.1K 2.36% 18
2021
Q2 		$7.7M Sell
43,786
-595
-1% -$107K 2.39% 17
2021
Q1 		$8.19M Sell
44,381
-63
-0.1% -$11.6K 2.61% 16
2020
Q4 		$8.05M Buy
44,444
+75
+0.2% +$10.8K 2.63% 17
2020
Q3 		$5.5M Buy
44,369
+230
+0.5% +$28.7K 1.96% 23
2020
Q2 		$4.92M Buy
44,139
+936
+2% +$103K 1.84% 23
2020
Q1 		$4.17M Buy
43,203
+2,510
+6% +$317K 1.84% 23
2019
Q4 		$5.88M Buy
40,693
+562
+1% +$78.4K 2.11% 20
2019
Q3 		$5.23M Buy
40,131
+2,238
+6% +$309K 1.97% 21
2019
Q2 		$5.29M Buy
37,893
+6,692
+21% +$888K 1.97% 23
2019
Q1 		$3.46M Buy
31,201
+9,591
+44% +$1.07M 1.35% 29
2018
Q4 		$2.37M Buy
21,610
+17,285
+400% +$1.97M 1.05% 33
2018
Q3 		$507K Buy
+4,325
New +$481K 0.19% 60
2015
Q4 		– Sell
-360
Closed -$37K – 83
2015
Q3 		$37K Hold
360
– – 0.03% 104
2015
Q2 		$41K Hold
360
– – 0.03% 107
2015
Q1 		$38K Buy
+360
New +$36.3K 0.02% 114

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Michael J. Puzo's DIS Position: Q4 2023 in Review

Michael J. Puzo sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 11,735 shares — an estimated $951K sold.

Michael J. Puzo first reported a position in DIS in Q1 2015 and held it in 24 quarters. The position peaked at $8.19M in Q1 2021. 2,999 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Michael J. Puzo reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Michael J. Puzo sold 11,735 Walt Disney shares in Q4 2023, an estimated $951K.
  • Michael J. Puzo first reported a position in Walt Disney in Q1 2015 and held it in 24 quarters.
  • Michael J. Puzo's Walt Disney position peaked at $8.19M in Q1 2021.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Michael J. Puzo's 13F filing for Q4 2023, filed 14 Feb 2024.