Naman Capital’s Walt Disney DIS Stock Holding History

Naman Capital’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
2024 Q1	–	Sell	-18,000	Closed	-$1.63M	–	10
2023 Q4	$1.63M	Hold	18,000	–	–	1.04%	11
2023 Q3	$1.46M	Hold	18,000	–	–	1.16%	10
2023 Q2	$1.61M	Hold	18,000	–	–	1.09%	11
2023 Q1	$1.8M	Hold	18,000	–	–	1.48%	11
2022 Q4	$1.56M	Hold	18,000	–	–	1.39%	11
2022 Q3	$1.7M	Hold	18,000	–	–	1.18%	19
2022 Q2	$1.7M	Hold	18,000	–	–	1.21%	17
2022 Q1	$2.47M	Hold	18,000	–	–	1.61%	17
2021 Q4	$2.79M	Hold	18,000	–	–	1.63%	17
2021 Q3	$3.04M	Hold	18,000	–	–	1.88%	16
2021 Q2	$3.16M	Hold	18,000	–	–	1.65%	17
2021 Q1	$3.32M	Hold	18,000	–	–	1.83%	16
2020 Q4	$3.26M	Sell	18,000 -68,000	-79%	-$9.76M	2.26%	16
2020 Q3	$11.3M	Hold	86,000	–	–	8.78%	4
2020 Q2	$9.59M	Hold	86,000	–	–	7.81%	4
2020 Q1	$8.31M	Buy	86,000 +36,000	+72%	+$4.55M	8.48%	5
2019 Q4	$7.23M	Hold	50,000	–	–	6.93%	8
2019 Q3	$6.52M	Hold	50,000	–	–	6.42%	8
2019 Q2	$6.98M	Sell	50,000 -60,000	-55%	-$7.96M	6.94%	8
2019 Q1	$12.3M	Buy	110,000 +40,000	+57%	+$4.47M	15.54%	1
2018 Q4	$7.68M	Buy	+70,000	New	+$7.96M	6.54%	4

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Naman Capital's DIS Position: Q1 2024 in Review

Naman Capital sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 18,000 shares — an estimated $1.63M sold.

Naman Capital first reported a position in DIS in Q4 2018 and held it in 21 quarters. The position peaked at $12.3M in Q1 2019. 3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

Naman Capital reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
Naman Capital sold 18,000 Walt Disney shares in Q1 2024, an estimated $1.63M.
Naman Capital first reported a position in Walt Disney in Q4 2018 and held it in 21 quarters.
Naman Capital's Walt Disney position peaked at $12.3M in Q1 2019.
3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Naman Capital's 13F filing for Q1 2024, filed 15 May 2024.