Tiedemann Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.24M | Buy |
15,332
+3,750
| +32% | +$320K | 0.05% | 106 |
|
|
2023
Q2 | $1.03M | Buy |
11,582
+3,634
| +46% | +$344K | 0.04% | 114 |
|
|
2023
Q1 | $796K | Buy |
7,948
+465
| +6% | +$46.9K | 0.04% | 126 |
|
|
2022
Q4 | $650K | Buy |
7,483
+465
| +7% | +$44.5K | 0.03% | 148 |
|
|
2022
Q3 | $663K | Sell |
7,018
-360
| -5% | -$38.5K | 0.04% | 136 |
|
|
2022
Q2 | $696K | Sell |
7,378
-2,578
| -26% | -$286K | 0.05% | 136 |
|
|
2022
Q1 | $1.37M | Buy |
9,956
+220
| +2% | +$31.8K | 0.07% | 124 |
|
|
2021
Q4 | $1.51M | Sell |
9,736
-88
| -0.9% | -$14.2K | 0.07% | 106 |
|
|
2021
Q3 | $1.66M | Sell |
9,824
-1,348
| -12% | -$240K | 0.09% | 96 |
|
|
2021
Q2 | $1.96M | Sell |
11,172
-982
| -8% | -$177K | 0.08% | 106 |
|
|
2021
Q1 | $2.24M | Sell |
12,154
-59
| -0.5% | -$10.9K | 0.1% | 97 |
|
|
2020
Q4 | $2.21M | Sell |
12,213
-3,156
| -21% | -$453K | 0.11% | 96 |
|
|
2020
Q3 | $1.91M | Sell |
15,369
-1,259
| -8% | -$157K | 0.09% | 131 |
|
|
2020
Q2 | $1.85M | Sell |
16,628
-663
| -4% | -$73.2K | 0.1% | 116 |
|
|
2020
Q1 | $1.67M | Sell |
17,291
-920
| -5% | -$116K | 0.11% | 110 |
|
|
2019
Q4 | $2.65M | Sell |
18,211
-16,001
| -47% | -$2.23M | 0.13% | 95 |
|
|
2019
Q3 | $4.46M | Buy |
34,212
+12,693
| +59% | +$1.76M | 0.21% | 76 |
|
|
2019
Q2 | $3.01M | Sell |
21,519
-25,656
| -54% | -$3.4M | 0.15% | 85 |
|
|
2019
Q1 | $5.24M | Buy |
47,175
+479
| +1% | +$53.5K | 0.25% | 67 |
|
|
2018
Q4 | $5.16M | Buy |
46,696
+11,287
| +32% | +$1.28M | 0.26% | 66 |
|
|
2018
Q3 | $4.14M | Buy |
35,409
+939
| +3% | +$105K | 0.25% | 71 |
|
|
2018
Q2 | $3.62M | Buy |
34,470
+555
| +2% | +$56.8K | 0.23% | 72 |
|
|
2018
Q1 | $3.4M | Buy |
33,915
+12,084
| +55% | +$1.28M | 0.23% | 66 |
|
|
2017
Q4 | $2.37M | Buy |
21,831
+523
| +2% | +$53.9K | 0.18% | 75 |
|
|
2017
Q3 | $2.08M | Sell |
21,308
-19,293
| -48% | -$1.98M | 0.19% | 95 |
|
|
2017
Q2 | $4.31M | Buy |
40,601
+3,422
| +9% | +$375K | 0.31% | 61 |
|
|
2017
Q1 | $4.22M | Buy |
37,179
+5,168
| +16% | +$569K | 0.35% | 59 |
|
|
2016
Q4 | $3.34M | Buy |
32,011
+3,579
| +13% | +$349K | 0.33% | 62 |
|
|
2016
Q3 | $2.64M | Buy |
28,432
+18,159
| +177% | +$1.74M | 0.55% | 23 |
|
|
2016
Q2 | $1M | Sell |
10,273
-600
| -6% | -$60K | 0.97% | 29 |
|
|
2016
Q1 | $1.08M | Hold |
10,873
| – | – | 0.85% | 27 |
|
|
2015
Q4 | $1.14M | Buy |
10,873
+4,511
| +71% | +$503K | 0.44% | 27 |
|
|
2015
Q3 | $650K | Buy |
+6,362
| New | +$693K | 0.5% | 28 |
|
Other funds holding DIS
TFM
Tiedemann Advisors's DIS Position: Q3 2023 in Review
Tiedemann Advisors increased its Walt Disney (DIS) stake by 32% in Q3 2023, buying an estimated $320K and bringing the position to 15,332 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #106.
Tiedemann Advisors first reported a position in DIS in Q3 2015 and has held it in 33 quarters since. The position peaked at $5.24M in Q1 2019. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.
- Tiedemann Advisors held 15,332 shares of Walt Disney worth $1.24M as of Q3 2023.
- Tiedemann Advisors bought 3,750 Walt Disney shares in Q3 2023, an estimated $320K.
- Walt Disney made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #106 holding.
- Tiedemann Advisors first reported a position in Walt Disney in Q3 2015 and has held it in 33 quarters since.
- Tiedemann Advisors's Walt Disney position peaked at $5.24M in Q1 2019.
- 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.
Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.