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Steward Partners Investment Solutions’s Walt Disney DIS Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$905K Buy
7,396
+3,408
+85% +$356K 0.15% 107
2023
Q4 		$360K Buy
+3,988
New +$352K 0.15% 109

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State Street
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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
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
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

Steward Partners Investment Solutions's DIS Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Walt Disney (DIS) stake by 85% in Q1 2024, buying an estimated $356K and bringing the position to 7,396 shares worth $905K. The position accounts for 0.15% of the portfolio, ranked #107.

Steward Partners Investment Solutions first reported a position in DIS in Q4 2023 and has held it in 2 quarters since. 3,168 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Steward Partners Investment Solutions held 7,396 shares of Walt Disney worth $905K as of Q1 2024.
  • Steward Partners Investment Solutions bought 3,408 Walt Disney shares in Q1 2024, an estimated $356K.
  • Walt Disney made up 0.15% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #107 holding.
  • Steward Partners Investment Solutions first reported a position in Walt Disney in Q4 2023 and has held it in 2 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.