SAM
DIS icon

Stansberry Asset Management’s Walt Disney DIS Stock Holding History

Stansberry Asset Management’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
2019
Q3 		– Sell
-300
Closed -$42K – 49
2019
Q2 		$42K Hold
300
– – 0.02% 53
2019
Q1 		$33K Buy
+300
New +$33.5K 0.01% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stansberry Asset Management's DIS Position: Q4 2023 in Review

Stansberry Asset Management sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 8,516 shares — an estimated $690K sold.

Stansberry Asset Management first reported a position in DIS in Q2 2018 and held it in 20 quarters. The position peaked at $29.6M in Q1 2021. 2,999 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Stansberry Asset Management reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Stansberry Asset Management sold 8,516 Walt Disney shares in Q4 2023, an estimated $690K.
  • Stansberry Asset Management first reported a position in Walt Disney in Q2 2018 and held it in 20 quarters.
  • Stansberry Asset Management's Walt Disney position peaked at $29.6M in Q1 2021.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Stansberry Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.