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Solidarity Wealth’s Walt Disney DIS Stock Holding History

Solidarity Wealth’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
Q3 		$299K Sell
2,974
-57
-2% -$6.1K 0.17% 89
2022
Q2 		$322K Sell
3,031
-45
-1% -$5K 0.17% 85
2022
Q1 		$406K Buy
+3,076
New +$445K 0.23% 78

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Solidarity Wealth's DIS Position: Q3 2022 in Review

Solidarity Wealth reduced its Walt Disney (DIS) stake by 1.9% in Q3 2022, selling an estimated $6.1K and leaving 2,974 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #89.

Solidarity Wealth first reported a position in DIS in Q1 2022 and has held it in 3 quarters since. The position peaked at $406K in Q1 2022. 3,000 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

  • Solidarity Wealth held 2,974 shares of Walt Disney worth $299K as of Q3 2022.
  • Solidarity Wealth sold 57 Walt Disney shares in Q3 2022, an estimated $6.1K.
  • Walt Disney made up 0.17% of Solidarity Wealth's portfolio in Q3 2022, its #89 holding.
  • Solidarity Wealth first reported a position in Walt Disney in Q1 2022 and has held it in 3 quarters since.
  • Solidarity Wealth's Walt Disney position peaked at $406K in Q1 2022.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Solidarity Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.