Partners Capital Investment Group’s Walt Disney DIS Stock Holding History

Partners Capital Investment 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
2022 Q1	–	Sell	-27,730	Closed	-$4.29M	–	119
2021 Q4	$4.29M	Buy	27,730 +7,009	+34%	+$1.13M	0.2%	84
2021 Q3	$3.5M	Sell	20,721 -9,833	-32%	-$1.75M	0.16%	78
2021 Q2	$5.37M	Buy	30,554 +2,135	+8%	+$384K	0.24%	74
2021 Q1	$5.24M	Buy	28,419 +12,688	+81%	+$2.34M	0.23%	69
2020 Q4	$2.85M	Hold	15,731	–	–	0.16%	78
2020 Q3	$1.95M	Buy	15,731 +6,221	+65%	+$778K	0.12%	80
2020 Q2	$1.06M	Buy	+9,510	New	+$1.05M	0.05%	89
2020 Q1	–	Sell	-1,978	Closed	-$286K	–	101
2019 Q4	$286K	Hold	1,978	–	–	0.02%	86
2019 Q3	$258K	Hold	1,978	–	–	0.02%	79
2019 Q2	$276K	Buy	+1,978	New	+$262K	0.03%	78

Other funds holding DIS

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Partners Capital Investment Group's DIS Position: Q1 2022 in Review

Partners Capital Investment Group sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 27,730 shares — an estimated $4.29M sold.

Partners Capital Investment Group first reported a position in DIS in Q2 2019 and held it in 10 quarters. The position peaked at $5.37M in Q2 2021. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

Partners Capital Investment Group reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
Partners Capital Investment Group sold 27,730 Walt Disney shares in Q1 2022, an estimated $4.29M.
Partners Capital Investment Group first reported a position in Walt Disney in Q2 2019 and held it in 10 quarters.
Partners Capital Investment Group's Walt Disney position peaked at $5.37M in Q2 2021.
3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Partners Capital Investment Group's 13F filing for Q1 2022, filed 16 May 2022.