Russell Clark Investment Management’s Walt Disney DIS Stock Holding History

Russell Clark Investment 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
2020 Q1	–	Sell	-15,000	Closed	-$2.17M	–	40
2019 Q4	$2.17M	Hold	15,000	–	–	1.69%	19
2019 Q3	$1.96M	Buy	15,000 +5,000	+50%	+$691K	1.55%	19
2019 Q2	$1.4M	Buy	+10,000	New	+$1.33M	0.89%	25
2015 Q2	–	Sell	-2,800	Closed	-$294K	–	33
2015 Q1	$294K	Hold	2,800	–	–	0.09%	19
2014 Q4	$264K	Hold	2,800	–	–	0.11%	24
2014 Q3	$249K	Hold	2,800	–	–	0.09%	28
2014 Q2	$240K	Hold	2,800	–	–	0.07%	24
2014 Q1	$224K	Hold	2,800	–	–	0.07%	23
2013 Q4	$214K	Hold	2,800	–	–	0.07%	22
2013 Q3	$181K	Buy	+2,800	New	+$179K	0.06%	23

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Russell Clark Investment Management's DIS Position: Q1 2020 in Review

Russell Clark Investment Management sold out of Walt Disney (DIS) in Q1 2020, closing a stake of 15,000 shares — an estimated $2.17M sold.

Russell Clark Investment Management first reported a position in DIS in Q3 2013 and held it in 10 quarters. The position peaked at $2.17M in Q4 2019. 2,678 funds tracked by Wall St. Rank hold DIS as of Q1 2020.

Russell Clark Investment Management reported no remaining Walt Disney position as of Q1 2020 after selling out during the quarter.
Russell Clark Investment Management sold 15,000 Walt Disney shares in Q1 2020, an estimated $2.17M.
Russell Clark Investment Management first reported a position in Walt Disney in Q3 2013 and held it in 10 quarters.
Russell Clark Investment Management's Walt Disney position peaked at $2.17M in Q4 2019.
2,678 funds tracked by Wall St. Rank held Walt Disney as of Q1 2020.

Based on Russell Clark Investment Management's 13F filing for Q1 2020, filed 15 May 2020.