Symmetry Investments’s Walt Disney DIS Stock Holding History

Symmetry Investments’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
2021 Q4	–	Sell	-5,000	Closed	-$846K	–	110
2021 Q3	$846K	Buy	+5,000	New	+$891K	0.13%	102

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Symmetry Investments's DIS Position: Q4 2021 in Review

Symmetry Investments sold out of Walt Disney (DIS) in Q4 2021, closing a stake of 5,000 shares — an estimated $846K sold.

Symmetry Investments first reported a position in DIS in Q3 2021 and held it in 1 quarter. The position peaked at $846K in Q3 2021. 3,368 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

Symmetry Investments reported no remaining Walt Disney position as of Q4 2021 after selling out during the quarter.
Symmetry Investments sold 5,000 Walt Disney shares in Q4 2021, an estimated $846K.
Symmetry Investments first reported a position in Walt Disney in Q3 2021 and held it in 1 quarter.
Symmetry Investments's Walt Disney position peaked at $846K in Q3 2021.
3,368 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Symmetry Investments's 13F filing for Q4 2021, filed 10 Feb 2022.