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SpiderRock Advisors’s Walt Disney DIS Stock Holding History

SpiderRock 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
2024
Q3 		$7.81M Buy
81,222
+6,377
+9% +$587K 0.12% 128
2024
Q2 		$7.43M Sell
74,845
-95,105
-56% -$10.2M 0.15% 98
2024
Q1 		$19.3M Buy
+169,950
New +$17.8M 0.48% 42
2017
Q1 		– Hold
0
– – – 898

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SpiderRock Advisors's DIS Position: Q3 2024 in Review

SpiderRock Advisors increased its Walt Disney (DIS) stake by 8.5% in Q3 2024, buying an estimated $587K and bringing the position to 81,222 shares worth $7.81M. The position accounts for 0.12% of the portfolio, ranked #128.

SpiderRock Advisors first reported a position in DIS in Q1 2024 and has held it in 3 quarters since. The position peaked at $19.3M in Q1 2024. 2,931 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • SpiderRock Advisors held 81,222 shares of Walt Disney worth $7.81M as of Q3 2024.
  • SpiderRock Advisors bought 6,377 Walt Disney shares in Q3 2024, an estimated $587K.
  • Walt Disney made up 0.12% of SpiderRock Advisors's portfolio in Q3 2024, its #128 holding.
  • SpiderRock Advisors first reported a position in Walt Disney in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Walt Disney position peaked at $19.3M in Q1 2024.
  • 2,931 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.