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MilWealth Group’s Walt Disney DIS Stock Holding History

MilWealth 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
Q1 		– Sell
-10
Closed -$869 – 66
2022
Q4 		$869 Hold
10
– – ﹤0.01% 56
2022
Q3 		$944 Hold
10
– – ﹤0.01% 57
2022
Q2 		$944 Hold
10
– – ﹤0.01% 67
2022
Q1 		$1.37K Sell
10
-90
-90% -$13K ﹤0.01% 73
2021
Q4 		$15.5K Hold
100
– – 0.01% 70
2021
Q3 		$16.9K Buy
+100
New +$17.8K 0.01% 63

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MilWealth Group's DIS Position: Q1 2023 in Review

MilWealth Group sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 10 shares — an estimated $869 sold.

MilWealth Group first reported a position in DIS in Q3 2021 and held it in 6 quarters. The position peaked at $16.9K in Q3 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • MilWealth Group reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • MilWealth Group sold 10 Walt Disney shares in Q1 2023, an estimated $869.
  • MilWealth Group first reported a position in Walt Disney in Q3 2021 and held it in 6 quarters.
  • MilWealth Group's Walt Disney position peaked at $16.9K in Q3 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on MilWealth Group's 13F filing for Q1 2023, filed 9 May 2023.