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Sage Capital Advisors’s Walt Disney DIS Stock Holding History

Sage Capital Advisors’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
Q4 		– Sell
-14,864
Closed -$1.84M – 112
2020
Q3 		$1.84M Sell
14,864
-311
-2% -$38.9K 1.12% 31
2020
Q2 		$1.69M Buy
15,175
+180
+1% +$19.9K 1.09% 29
2020
Q1 		$1.45M Buy
+14,995
New +$1.9M 1.19% 27

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sage Capital Advisors's DIS Position: Q4 2020 in Review

Sage Capital Advisors sold out of Walt Disney (DIS) in Q4 2020, closing a stake of 14,864 shares — an estimated $1.84M sold.

Sage Capital Advisors first reported a position in DIS in Q1 2020 and held it in 3 quarters. The position peaked at $1.84M in Q3 2020. 3,109 funds tracked by Wall St. Rank hold DIS as of Q4 2020.

  • Sage Capital Advisors reported no remaining Walt Disney position as of Q4 2020 after selling out during the quarter.
  • Sage Capital Advisors sold 14,864 Walt Disney shares in Q4 2020, an estimated $1.84M.
  • Sage Capital Advisors first reported a position in Walt Disney in Q1 2020 and held it in 3 quarters.
  • Sage Capital Advisors's Walt Disney position peaked at $1.84M in Q3 2020.
  • 3,109 funds tracked by Wall St. Rank held Walt Disney as of Q4 2020.

Based on Sage Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.