Seven Post Investment Office’s Walt Disney DIS Stock Holding History

Seven Post Investment Office’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 Q3	–	Sell	-2,924	Closed	-$261K	–	54
2023 Q2	$261K	Hold	2,924	–	–	0.08%	49
2023 Q1	$293K	Sell	2,924 -400	-12%	-$40.3K	0.11%	45
2022 Q4	$289K	Hold	3,324	–	–	0.1%	45
2022 Q3	$314K	Hold	3,324	–	–	0.12%	38
2022 Q2	$314K	Hold	3,324	–	–	0.12%	41
2022 Q1	$456K	Hold	3,324	–	–	0.14%	34
2021 Q4	$515K	Buy	3,324 +864	+35%	+$140K	0.14%	34
2021 Q3	$416K	Hold	2,460	–	–	0.13%	34
2021 Q2	$432K	Hold	2,460	–	–	0.13%	33
2021 Q1	$454K	Sell	2,460 -150	-6%	-$27.7K	0.16%	28
2020 Q4	$473K	Hold	2,610	–	–	0.19%	27
2020 Q3	$324K	Hold	2,610	–	–	0.13%	34
2020 Q2	$291K	Hold	2,610	–	–	0.12%	35
2020 Q1	$252K	Buy	+2,610	New	+$330K	0.13%	32

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

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

TFM

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Seven Post Investment Office's DIS Position: Q3 2023 in Review

Seven Post Investment Office sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 2,924 shares — an estimated $261K sold.

Seven Post Investment Office first reported a position in DIS in Q1 2020 and held it in 14 quarters. The position peaked at $515K in Q4 2021. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

Seven Post Investment Office reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
Seven Post Investment Office sold 2,924 Walt Disney shares in Q3 2023, an estimated $261K.
Seven Post Investment Office first reported a position in Walt Disney in Q1 2020 and held it in 14 quarters.
Seven Post Investment Office's Walt Disney position peaked at $515K in Q4 2021.
2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Seven Post Investment Office's 13F filing for Q3 2023, filed 2 Nov 2023.