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Peachtree Investment Partners’s Walt Disney DIS Stock Holding History

Peachtree Investment Partners’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
Q2 		– Sell
-2,087
Closed -$209K – 109
2023
Q1 		$209K Buy
+2,087
New +$210K 0.13% 74
2022
Q4 		– Sell
-2,550
Closed -$241K – 98
2022
Q3 		$241K Sell
2,550
-272
-10% -$29.1K 0.16% 62
2022
Q2 		$266K Sell
2,822
-2,339
-45% -$260K 0.17% 66
2022
Q1 		$708K Buy
5,161
+66
+1% +$9.54K 0.33% 51
2021
Q4 		$789K Sell
5,095
-637
-11% -$103K 0.33% 44
2021
Q3 		$970K Sell
5,732
-197
-3% -$35.1K 0.47% 36
2021
Q2 		$1.04M Sell
5,929
-1,235
-17% -$222K 0.51% 34
2021
Q1 		$1.32M Buy
7,164
+1,228
+21% +$226K 0.76% 28
2020
Q4 		$1.08M Buy
5,936
+367
+7% +$52.7K 0.63% 30
2020
Q3 		$691K Sell
5,569
-997
-15% -$125K 0.48% 35
2020
Q2 		$732K Buy
6,566
+426
+7% +$47K 0.6% 30
2020
Q1 		$593K Sell
6,140
-2,603
-30% -$329K 0.59% 27
2019
Q4 		$1.26M Buy
8,743
+711
+9% +$99.2K 0.87% 23
2019
Q3 		$1.05M Buy
8,032
+1,792
+29% +$248K 0.83% 26
2019
Q2 		$871K Buy
6,240
+3,455
+124% +$458K 0.68% 29
2019
Q1 		$309K Buy
2,785
+54
+2% +$6.04K 0.26% 51
2018
Q4 		$299K Buy
+2,731
New +$311K 0.34% 44

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Peachtree Investment Partners's DIS Position: Q2 2023 in Review

Peachtree Investment Partners sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,087 shares — an estimated $209K sold.

Peachtree Investment Partners first reported a position in DIS in Q4 2018 and held it in 17 quarters. The position peaked at $1.32M in Q1 2021. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • Peachtree Investment Partners reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
  • Peachtree Investment Partners sold 2,087 Walt Disney shares in Q2 2023, an estimated $209K.
  • Peachtree Investment Partners first reported a position in Walt Disney in Q4 2018 and held it in 17 quarters.
  • Peachtree Investment Partners's Walt Disney position peaked at $1.32M in Q1 2021.
  • 2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Peachtree Investment Partners's 13F filing for Q2 2023, filed 14 Aug 2023.