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River Global Investors’s Walt Disney DIS Stock Holding History

River Global Investors’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 		$7.06M Sell
63,337
-16,855
-21% -$1.77M 1.37% 19
2024
Q3 		$7.71M Sell
80,192
-11,614
-13% -$1.07M 1.66% 13
2024
Q2 		$9.11M Sell
91,806
-2,288
-2% -$246K 2.5% 4
2024
Q1 		$11.5M Sell
94,094
-14,688
-14% -$1.53M 2.89% 4
2023
Q4 		$9.82M Sell
108,782
-5,633
-5% -$497K 1.86% 6
2023
Q3 		$9.28M Sell
114,415
-12,334
-10% -$1.05M 2.17% 8
2023
Q2 		$11.3M Sell
126,749
-6,171
-5% -$585K 2.24% 8
2023
Q1 		$13.3M Buy
132,920
+13,060
+11% +$1.32M 2.72% 3
2022
Q4 		$10.4M Sell
119,860
-7,431
-6% -$711K 2.24% 4
2022
Q3 		$12M Buy
127,291
+9,080
+8% +$972K 2.31% 5
2022
Q2 		$11.2M Sell
118,211
-51,116
-30% -$5.67M 1.98% 6
2022
Q1 		$23.2M Sell
169,327
-466,999
-73% -$67.5M 3.05% 2
2021
Q4 		$98.6M Buy
636,326
+55,645
+10% +$8.99M 7.69% 3
2021
Q3 		$98.2M Buy
580,681
+8,792
+2% +$1.57M 7.63% 2
2021
Q2 		$101M Buy
571,889
+46,679
+9% +$8.39M 6.51% 3
2021
Q1 		$96.9M Sell
525,210
-282,507
-35% -$52.1M 5.81% 4
2020
Q4 		$146M Sell
807,717
-85,715
-10% -$12.3M 8.35% 3
2020
Q3 		$111M Buy
893,432
+248,632
+39% +$31.1M 8.21% 3
2020
Q2 		$71.9M Buy
644,800
+605,840
+1,555% +$66.9M 5.25% 3
2020
Q1 		$3.77M Buy
+38,960
New +$4.93M 0.34% 82

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

River Global Investors's DIS Position: Q4 2024 in Review

River Global Investors reduced its Walt Disney (DIS) stake by 21% in Q4 2024, selling an estimated $1.77M and leaving 63,337 shares worth $7.06M. The position accounts for 1.37% of the portfolio, ranked #19.

River Global Investors first reported a position in DIS in Q1 2020 and has held it in 20 quarters since. The position peaked at $146M in Q4 2020. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • River Global Investors held 63,337 shares of Walt Disney worth $7.06M as of Q4 2024.
  • River Global Investors sold 16,855 Walt Disney shares in Q4 2024, an estimated $1.77M.
  • Walt Disney made up 1.37% of River Global Investors's portfolio in Q4 2024, its #19 holding.
  • River Global Investors first reported a position in Walt Disney in Q1 2020 and has held it in 20 quarters since.
  • River Global Investors's Walt Disney position peaked at $146M in Q4 2020.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.