Sensible Money’s Walt Disney DIS Stock Holding History

Sensible Money’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
2024 Q1	–	Sell	-13,414	Closed	-$1.21M	–	83
2023 Q4	$1.21M	Buy	13,414 +9,384	+233%	+$827K	0.73%	13
2023 Q3	$327K	Buy	4,030 +5	+0.1%	+$427	0.23%	48
2023 Q2	$359K	Buy	4,025 +588	+17%	+$55.7K	0.26%	42
2023 Q1	$344K	Sell	3,437 -488	-12%	-$49.2K	0.3%	42
2022 Q4	$341K	Buy	+3,925	New	+$375K	0.36%	41

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

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

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

Sensible Money's DIS Position: Q1 2024 in Review

Sensible Money sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 13,414 shares — an estimated $1.21M sold.

Sensible Money first reported a position in DIS in Q4 2022 and held it in 5 quarters. The position peaked at $1.21M in Q4 2023. 3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

Sensible Money reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
Sensible Money sold 13,414 Walt Disney shares in Q1 2024, an estimated $1.21M.
Sensible Money first reported a position in Walt Disney in Q4 2022 and held it in 5 quarters.
Sensible Money's Walt Disney position peaked at $1.21M in Q4 2023.
3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Sensible Money's 13F filing for Q1 2024, filed 25 Jun 2024.