Single Point Partners’s Walt Disney DIS Stock Holding History

Single Point Partners’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	-4,955	Closed	-$467K	–	158
2022 Q3	$467K	Buy	+4,955	New	+$530K	0.13%	67
2022 Q2	–	Sell	-2,383	Closed	-$327K	–	135
2022 Q1	$327K	Buy	+2,383	New	+$345K	0.08%	71
2021 Q3	–	Sell	-1,592	Closed	-$280K	–	40
2021 Q2	$280K	Buy	+1,592	New	+$286K	0.1%	56
2021 Q1	–	Sell	-1,360	Closed	-$246K	–	87
2020 Q4	$246K	Buy	+1,360	New	+$195K	0.11%	61

Other funds holding DIS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Single Point Partners's DIS Position: Q4 2022 in Review

Single Point Partners sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 4,955 shares — an estimated $467K sold.

Single Point Partners first reported a position in DIS in Q4 2020 and held it in 4 quarters. The position peaked at $467K in Q3 2022. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

Single Point Partners reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
Single Point Partners sold 4,955 Walt Disney shares in Q4 2022, an estimated $467K.
Single Point Partners first reported a position in Walt Disney in Q4 2020 and held it in 4 quarters.
Single Point Partners's Walt Disney position peaked at $467K in Q3 2022.
2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Single Point Partners's 13F filing for Q4 2022, filed 10 Jan 2023.