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Sanford Advisory Services’s Walt Disney DIS Stock Holding History

Sanford Advisory Services’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
2022
Q4 		– Sell
-2,156
Closed -$203K – 120
2022
Q3 		$203K Sell
2,156
-381
-15% -$40.8K 0.06% 104
2022
Q2 		$239K Buy
2,537
+100
+4% +$11.1K 0.07% 102
2022
Q1 		$334K Buy
2,437
+59
+2% +$8.53K 0.09% 82
2021
Q4 		$368K Sell
2,378
-46
-2% -$7.43K 0.08% 80
2021
Q3 		$410K Buy
2,424
+46
+2% +$8.2K 0.1% 74
2021
Q2 		$418K Hold
2,378
– – 0.11% 73
2021
Q1 		$439K Hold
2,378
– – 0.12% 66
2020
Q4 		$431K Buy
+2,378
New +$341K 0.14% 61

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sanford Advisory Services's DIS Position: Q4 2022 in Review

Sanford Advisory Services sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 2,156 shares — an estimated $203K sold.

Sanford Advisory Services first reported a position in DIS in Q4 2020 and held it in 8 quarters. The position peaked at $439K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Sanford Advisory Services reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Sanford Advisory Services sold 2,156 Walt Disney shares in Q4 2022, an estimated $203K.
  • Sanford Advisory Services first reported a position in Walt Disney in Q4 2020 and held it in 8 quarters.
  • Sanford Advisory Services's Walt Disney position peaked at $439K in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.