SRP
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Saddle Road Partners’s Walt Disney DIS Stock Holding History

Saddle Road Partners’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
2016
Q4 		$458K Sell
6,623
-36,703
-85% -$3.58M 0.23% 84
2016
Q3 		$4.02M Buy
+43,326
New +$4.15M 2.29% 17

Other funds holding DIS

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Saddle Road Partners's DIS Position: Q4 2016 in Review

Saddle Road Partners reduced its Walt Disney (DIS) stake by 85% in Q4 2016, selling an estimated $3.58M and leaving 6,623 shares worth $458K. The position accounts for 0.23% of the portfolio, ranked #84.

Saddle Road Partners first reported a position in DIS in Q3 2016 and has held it in 2 quarters since. The position peaked at $4.02M in Q3 2016. 1,933 funds tracked by Wall St. Rank hold DIS as of Q4 2016.

  • Saddle Road Partners held 6,623 shares of Walt Disney worth $458K as of Q4 2016.
  • Saddle Road Partners sold 36,703 Walt Disney shares in Q4 2016, an estimated $3.58M.
  • Walt Disney made up 0.23% of Saddle Road Partners's portfolio in Q4 2016, its #84 holding.
  • Saddle Road Partners first reported a position in Walt Disney in Q3 2016 and has held it in 2 quarters since.
  • Saddle Road Partners's Walt Disney position peaked at $4.02M in Q3 2016.
  • 1,933 funds tracked by Wall St. Rank held Walt Disney as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.