SkyView Investment Advisors’s Walt Disney DIS Stock Holding History

SkyView Investment Advisors’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	-292	Closed	-$24K	–	246
2023 Q3	$24K	Sell	292 -27	-8%	-$2.31K	0.01%	309
2023 Q2	$78K	Buy	319 +202	+173%	+$19.1K	0.02%	385
2023 Q1	$12K	Hold	117	–	–	﹤0.01%	447
2022 Q4	$10K	Hold	117	–	–	﹤0.01%	415
2022 Q3	$11K	Hold	117	–	–	﹤0.01%	459
2022 Q2	$11K	Sell	117 -36	-24%	-$4K	﹤0.01%	507
2022 Q1	$21K	Sell	153 -2,578	-94%	-$373K	0.01%	498
2021 Q4	$417K	Sell	2,731 -204	-7%	-$32.9K	0.09%	253
2021 Q3	$497K	Sell	2,935 -2,096	-42%	-$374K	0.14%	179
2021 Q2	$928K	Hold	5,031	–	–	0.43%	60
2021 Q1	$928K	Buy	5,031 +2,030	+68%	+$374K	0.41%	62
2020 Q4	$544K	Buy	+3,001	New	+$431K	0.26%	87

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

SkyView Investment Advisors's DIS Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 292 shares — an estimated $24K sold.

SkyView Investment Advisors first reported a position in DIS in Q4 2020 and held it in 12 quarters. The position peaked at $928K in Q2 2021. 3,000 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

SkyView Investment Advisors reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
SkyView Investment Advisors sold 292 Walt Disney shares in Q4 2023, an estimated $24K.
SkyView Investment Advisors first reported a position in Walt Disney in Q4 2020 and held it in 12 quarters.
SkyView Investment Advisors's Walt Disney position peaked at $928K in Q2 2021.
3,000 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.