Riverview Capital Advisers’s Walt Disney DIS Stock Holding History

Riverview Capital Advisers’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	-2,098	Closed	-$210K	–	80
2023 Q1	$210K	Buy	+2,098	New	+$212K	0.09%	77
2022 Q3	–	Sell	-28,251	Closed	-$2.67M	–	75
2022 Q2	$2.67M	Sell	28,251 -35	-0.1%	-$3.88K	1.48%	21
2022 Q1	$3.88M	Buy	28,286 +5,903	+26%	+$853K	1.79%	18
2021 Q4	$3.47M	Buy	+22,383	New	+$3.61M	1.54%	21

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

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

Norges Bank Oslo, Norway $935B AUM

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

Riverview Capital Advisers's DIS Position: Q2 2023 in Review

Riverview Capital Advisers sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,098 shares — an estimated $210K sold.

Riverview Capital Advisers first reported a position in DIS in Q4 2021 and held it in 4 quarters. The position peaked at $3.88M in Q1 2022. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Riverview Capital Advisers reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Riverview Capital Advisers sold 2,098 Walt Disney shares in Q2 2023, an estimated $210K.
Riverview Capital Advisers first reported a position in Walt Disney in Q4 2021 and held it in 4 quarters.
Riverview Capital Advisers's Walt Disney position peaked at $3.88M in Q1 2022.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Riverview Capital Advisers's 13F filing for Q2 2023, filed 4 Aug 2023.