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swisspartners Advisors’s Walt Disney DIS Stock Holding History

swisspartners 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
Q4 		– Sell
-54,563
Closed -$4.44M – 27
2024
Q3 		$4.44M Buy
54,563
+2,830
+5% +$260K 4.09% 12
2024
Q2 		$4.64M Buy
51,733
+1,120
+2% +$121K 4.69% 11
2024
Q1 		$5.58M Buy
50,613
+2,280
+5% +$238K 4.6% 10
2023
Q4 		$3.67M Buy
48,333
+2,565
+6% +$226K 3.21% 16
2023
Q3 		$3.4M Buy
45,768
+490
+1% +$41.8K 2.99% 15
2023
Q2 		$4.04M Buy
45,278
+1,275
+3% +$121K 3.26% 15
2023
Q1 		$4.41M Sell
44,003
-75
-0.2% -$7.56K 3.68% 15
2022
Q4 		$3.83M Sell
44,078
-935
-2% -$89.4K 3.42% 15
2022
Q3 		$4.25M Sell
45,013
-5,255
-10% -$562K 4.18% 14
2022
Q2 		$4.9M Buy
50,268
+1,535
+3% +$170K 4.15% 12
2022
Q1 		$6.68M Buy
48,733
+1,525
+3% +$220K 4.61% 12
2021
Q4 		$7.41M Buy
47,208
+1,680
+4% +$271K 5.29% 8
2021
Q3 		$7.7M Buy
45,528
+8,480
+23% +$1.51M 5.41% 10
2021
Q2 		$6.51M Buy
37,048
+2,510
+7% +$451K 5.1% 8
2021
Q1 		$6.37M Sell
34,538
-14,561
-30% -$2.69M 5.65% 7
2020
Q4 		$8.75M Buy
49,099
+4,545
+10% +$652K 7.7% 4
2020
Q3 		$5.53M Sell
44,554
-1,646
-4% -$206K 7.51% 6
2020
Q2 		$5.15M Sell
46,200
-1,020
-2% -$113K 6.5% 7
2020
Q1 		$4.56M Buy
47,220
+1,350
+3% +$171K 6.42% 9
2019
Q4 		$6.63M Buy
+45,870
New +$6.4M 6.5% 6

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

swisspartners Advisors's DIS Position: Q4 2024 in Review

swisspartners Advisors sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 54,563 shares — an estimated $4.44M sold.

swisspartners Advisors first reported a position in DIS in Q4 2019 and held it in 20 quarters. The position peaked at $8.75M in Q4 2020. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • swisspartners Advisors reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • swisspartners Advisors sold 54,563 Walt Disney shares in Q4 2024, an estimated $4.44M.
  • swisspartners Advisors first reported a position in Walt Disney in Q4 2019 and held it in 20 quarters.
  • swisspartners Advisors's Walt Disney position peaked at $8.75M in Q4 2020.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on swisspartners Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.