Telemetry Investments’s Walt Disney DIS Stock Holding History

Telemetry 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 Q1	–	Sell	-6,900	Closed	-$1.25M	–	132
2020 Q4	$1.25M	Hold	6,900	–	–	2.11%	14
2020 Q3	$856K	Hold	6,900	–	–	1.86%	18
2020 Q2	$769K	Hold	6,900	–	–	2.09%	16
2020 Q1	$667K	Buy	+6,900	New	+$872K	2.33%	15
2019 Q1	–	Sell	-7,500	Closed	-$822K	–	107
2018 Q4	$822K	Hold	7,500	–	–	0.52%	52
2018 Q3	$877K	Buy	+7,500	New	+$835K	0.4%	38
2018 Q2	–	Sell	-15,000	Closed	-$1.51M	–	137
2018 Q1	$1.51M	Sell	15,000 -5,000	-25%	-$531K	0.56%	31
2017 Q4	$2.15M	Sell	20,000 -20,000	-50%	-$2.06M	0.82%	23
2017 Q3	$3.94M	Buy	40,000 +30,000	+300%	+$3.09M	1.41%	11
2017 Q2	$1.06M	Buy	+10,000	New	+$1.1M	0.5%	41

Other funds holding DIS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Telemetry Investments's DIS Position: Q4 2022 in Review

Telemetry Investments sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 2,125 shares — an estimated $200K sold.

Telemetry Investments first reported a position in DIS in Q4 2014 and held it in 14 quarters. The position peaked at $1.57M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

Telemetry Investments reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
Telemetry Investments sold 2,125 Walt Disney shares in Q4 2022, an estimated $200K.
Telemetry Investments first reported a position in Walt Disney in Q4 2014 and held it in 14 quarters.
Telemetry Investments's Walt Disney position peaked at $1.57M in Q1 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Telemetry Investments's 13F filing for Q4 2022, filed 14 Feb 2023.