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Milestone Investment Advisors’s Walt Disney DIS Stock Holding History

Milestone Investment Advisors’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
-3,767
Closed -$305K – 209
2023
Q3 		$305K Buy
+3,767
New +$322K 0.09% 81
2023
Q2 		– Sell
-3,767
Closed -$377K – 204
2023
Q1 		$377K Buy
+3,767
New +$380K 0.12% 72

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

Milestone Investment Advisors's DIS Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 3,767 shares — an estimated $305K sold.

Milestone Investment Advisors first reported a position in DIS in Q1 2023 and held it in 2 quarters. The position peaked at $377K in Q1 2023. 3,000 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,767 Walt Disney shares in Q4 2023, an estimated $305K.
  • Milestone Investment Advisors first reported a position in Walt Disney in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Walt Disney position peaked at $377K in Q1 2023.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.