RE Dickinson Investment Advisors’s Walt Disney DIS Stock Holding History

RE Dickinson Investment Advisors’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 Q4	$19.5K	Buy	175 +19	+12%	+$2K	0.01%	136
2024 Q3	$15K	Hold	156	–	–	0.01%	148
2024 Q2	$15.5K	Buy	156 +97	+164%	+$10.4K	0.01%	142
2024 Q1	$7K	Hold	59	–	–	﹤0.01%	167
2023 Q4	$6K	Sell	59 -50	-46%	-$4.41K	﹤0.01%	176
2023 Q3	$9K	Sell	109 -64	-37%	-$5.47K	0.01%	177
2023 Q2	$16K	Buy	173 +11	+7%	+$1.04K	0.01%	229
2023 Q1	$16K	Buy	162 +25	+18%	+$2.52K	0.01%	237
2022 Q4	$11K	Hold	137	–	–	﹤0.01%	249
2022 Q3	$13K	Buy	137 +40	+41%	+$4.28K	0.01%	138
2022 Q2	$9K	Sell	97 -75	-44%	-$8.32K	﹤0.01%	166
2022 Q1	$23K	Buy	172 +85	+98%	+$12.3K	0.02%	134
2021 Q4	$13K	Buy	+87	New	+$14.1K	0.01%	165

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 $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

RE Dickinson Investment Advisors's DIS Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Walt Disney (DIS) stake by 12% in Q4 2024, buying an estimated $2K and bringing the position to 175 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #136.

RE Dickinson Investment Advisors first reported a position in DIS in Q4 2021 and has held it in 13 quarters since. The position peaked at $23K in Q1 2022. 3,248 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

RE Dickinson Investment Advisors held 175 shares of Walt Disney worth $19.5K as of Q4 2024.
RE Dickinson Investment Advisors bought 19 Walt Disney shares in Q4 2024, an estimated $2K.
Walt Disney made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #136 holding.
RE Dickinson Investment Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Walt Disney position peaked at $23K in Q1 2022.
3,248 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.