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Resource Management’s Walt Disney DIS Stock Holding History

Resource 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
2021
Q4 		$1.44M Buy
9,298
+1,601
+21% +$259K 0.15% 51
2021
Q3 		$1.3M Buy
7,697
+536
+7% +$95.5K 0.15% 53
2021
Q2 		$1.26M Sell
7,161
-2,296
-24% -$413K 0.14% 54
2021
Q1 		$1.75M Buy
9,457
+59
+0.6% +$10.9K 0.21% 39
2020
Q4 		$1.7M Sell
9,398
-1,872
-17% -$269K 0.23% 36
2020
Q3 		$1.4M Buy
11,270
+1,980
+21% +$247K 0.23% 42
2020
Q2 		$1.03M Sell
9,290
-489
-5% -$54K 0.18% 46
2020
Q1 		$945K Buy
9,779
+699
+8% +$88.4K 0.2% 43
2019
Q4 		$1.31M Sell
9,080
-750
-8% -$105K 0.21% 42
2019
Q3 		$1.28M Buy
9,830
+633
+7% +$87.5K 0.22% 39
2019
Q2 		$1.28M Buy
9,197
+507
+6% +$67.2K 0.22% 36
2019
Q1 		$965K Buy
8,690
+810
+10% +$90.5K 0.17% 50
2018
Q4 		$864K Sell
7,880
-135
-2% -$15.3K 0.18% 50
2018
Q3 		$937K Buy
8,015
+67
+0.8% +$7.46K 0.17% 50
2018
Q2 		$833K Sell
7,948
-343
-4% -$35.1K 0.16% 52
2018
Q1 		$833K Buy
8,291
+100
+1% +$10.6K 0.18% 51
2017
Q4 		$853K Buy
+8,191
New +$844K 0.17% 52

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Resource Management's DIS Position: Q4 2021 in Review

Resource Management increased its Walt Disney (DIS) stake by 21% in Q4 2021, buying an estimated $259K and bringing the position to 9,298 shares worth $1.44M. The position accounts for 0.15% of the portfolio, ranked #51.

Resource Management first reported a position in DIS in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.75M in Q1 2021. 3,368 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

  • Resource Management held 9,298 shares of Walt Disney worth $1.44M as of Q4 2021.
  • Resource Management bought 1,601 Walt Disney shares in Q4 2021, an estimated $259K.
  • Walt Disney made up 0.15% of Resource Management's portfolio in Q4 2021, its #51 holding.
  • Resource Management first reported a position in Walt Disney in Q4 2017 and has held it in 17 quarters since.
  • Resource Management's Walt Disney position peaked at $1.75M in Q1 2021.
  • 3,368 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.