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Sarah T. Connolly’s Walt Disney DIS Stock Holding History

Sarah T. Connolly’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
Q4 		– Sell
-16,045
Closed -$1.3M – 29
2023
Q3 		$1.3M Sell
16,045
-420
-3% -$35.9K 0.86% 43
2023
Q2 		$1.47M Sell
16,465
-13
-0.1% -$1.23K 0.89% 44
2023
Q1 		$1.65M Buy
16,478
+790
+5% +$79.6K 1.05% 36
2022
Q4 		$1.36M Sell
15,688
-246
-2% -$23.5K 0.93% 43
2022
Q3 		$1.5M Sell
15,934
-1,624
-9% -$174K 1.1% 33
2022
Q2 		$1.66M Buy
17,558
+307
+2% +$34.1K 1.13% 35
2022
Q1 		$2.37M Buy
17,251
+918
+6% +$133K 1.38% 24
2021
Q4 		$2.53M Buy
16,333
+5,152
+46% +$832K 1.41% 28
2021
Q3 		$1.89M Buy
11,181
+62
+0.6% +$11.1K 1.56% 20
2021
Q2 		$1.95M Buy
11,119
+262
+2% +$47.1K 1.6% 20
2021
Q1 		$2M Sell
10,857
-53
-0.5% -$9.77K 1.78% 17
2020
Q4 		$1.98M Buy
+10,910
New +$1.57M 1.81% 13

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sarah T. Connolly's DIS Position: Q4 2023 in Review

Sarah T. Connolly sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 16,045 shares — an estimated $1.3M sold.

Sarah T. Connolly first reported a position in DIS in Q4 2020 and held it in 12 quarters. The position peaked at $2.53M in Q4 2021. 3,000 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Sarah T. Connolly reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 16,045 Walt Disney shares in Q4 2023, an estimated $1.3M.
  • Sarah T. Connolly first reported a position in Walt Disney in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Walt Disney position peaked at $2.53M in Q4 2021.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.