Ratan Capital Management’s Walt Disney DIS Stock Holding History

Ratan 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
2023 Q1	–	Sell	-30,000	Closed	-$2.61M	–	26
2022 Q4	$2.61M	Buy	30,000 +27,750	+1,233%	+$2.65M	1.81%	12
2022 Q3	$212K	Hold	2,250	–	–	0.5%	20
2022 Q2	$212K	Hold	2,250	–	–	0.18%	28
2022 Q1	$309K	Hold	2,250	–	–	0.21%	34
2021 Q4	$349K	Hold	2,250	–	–	0.05%	68
2021 Q3	$381K	Hold	2,250	–	–	0.05%	100
2021 Q2	$395K	Hold	2,250	–	–	0.03%	112
2021 Q1	$415K	Buy	+2,250	New	+$415K	0.05%	105
2020 Q4	–	Sell	-50,000	Closed	-$6.2M	–	120
2020 Q3	$6.2M	Buy	+50,000	New	+$6.25M	0.92%	42
2019 Q3	–	Sell	-50,000	Closed	-$6.98M	–	35
2019 Q2	$6.98M	Buy	+50,000	New	+$6.63M	1.55%	20

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Ratan Capital Management's DIS Position: Q1 2023 in Review

Ratan Capital Management sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 30,000 shares — an estimated $2.61M sold.

Ratan Capital Management first reported a position in DIS in Q2 2019 and held it in 10 quarters. The position peaked at $6.98M in Q2 2019. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

Ratan Capital Management reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
Ratan Capital Management sold 30,000 Walt Disney shares in Q1 2023, an estimated $2.61M.
Ratan Capital Management first reported a position in Walt Disney in Q2 2019 and held it in 10 quarters.
Ratan Capital Management's Walt Disney position peaked at $6.98M in Q2 2019.
3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Ratan Capital Management's 13F filing for Q1 2023, filed 15 May 2023.