Nelson Peltz’s Walt Disney DIS Stock Holding History

Nelson Peltz’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 Q3	–	Sell	-2,645,583	Closed	-$263M	–	11
2024 Q2	$263M	Sell	2,645,583 -29,692,273	-92%	-$3.2B	6.41%	8
2024 Q1	$3.96B	Hold	32,337,856	–	–	49.33%	1
2023 Q4	$2.92B	Sell	32,337,856 -530,451	-2%	-$46.8M	41.67%	1
2023 Q3	$2.66B	Buy	32,868,307 +26,443,257	+412%	+$2.26B	40.52%	1
2023 Q2	$574M	Buy	6,425,050 +508,366	+9%	+$48.2M	14.78%	3
2023 Q1	$592M	Sell	5,916,684 -3,113,116	-34%	-$314M	15.79%	3
2022 Q4	$785M	Buy	+9,029,800	New	+$864M	16.1%	3

Other funds holding DIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nelson Peltz's DIS Position: Q3 2024 in Review

Nelson Peltz sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 2,645,583 shares — an estimated $263M sold.

Nelson Peltz first reported a position in DIS in Q4 2022 and held it in 7 quarters. The position peaked at $3.96B in Q1 2024. 2,935 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

Nelson Peltz reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
Nelson Peltz sold 2,645,583 Walt Disney shares in Q3 2024, an estimated $263M.
Nelson Peltz first reported a position in Walt Disney in Q4 2022 and held it in 7 quarters.
Nelson Peltz's Walt Disney position peaked at $3.96B in Q1 2024.
2,935 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Trian Fund Management's 13F filing for Q3 2024, filed 13 Nov 2024.