MCM
DIS icon

Monument Capital Management’s Walt Disney DIS Stock Holding History

Monument Capital Management’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
2021
Q4 		– Sell
-2,691
Closed -$455K – 147
2021
Q3 		$455K Buy
+2,691
New +$480K 0.15% 110
2018
Q4 		– Sell
-232
Closed -$27K – 160
2018
Q3 		$27K Hold
232
– – 0.02% 147
2018
Q2 		$24K Hold
232
– – 0.02% 107
2018
Q1 		$22K Hold
232
– – 0.02% 102
2017
Q4 		$24K Buy
+232
New +$23.9K 0.02% 94

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Monument Capital Management's DIS Position: Q4 2021 in Review

Monument Capital Management sold out of Walt Disney (DIS) in Q4 2021, closing a stake of 2,691 shares — an estimated $455K sold.

Monument Capital Management first reported a position in DIS in Q4 2017 and held it in 5 quarters. The position peaked at $455K in Q3 2021. 3,367 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

  • Monument Capital Management reported no remaining Walt Disney position as of Q4 2021 after selling out during the quarter.
  • Monument Capital Management sold 2,691 Walt Disney shares in Q4 2021, an estimated $455K.
  • Monument Capital Management first reported a position in Walt Disney in Q4 2017 and held it in 5 quarters.
  • Monument Capital Management's Walt Disney position peaked at $455K in Q3 2021.
  • 3,367 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Monument Capital Management's 13F filing for Q4 2021, filed 18 Jan 2022.