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tru Independence’s Walt Disney DIS Stock Holding History

tru Independence’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
Q3 		– Sell
-552
Closed -$97K – 226
2021
Q2 		$97K Sell
552
-3,229
-85% -$581K 0.03% 129
2021
Q1 		$698K Sell
3,781
-117
-3% -$21.6K 0.13% 149
2020
Q4 		$706 Buy
3,898
+494
+15% +$70.9K ﹤0.01% 368
2020
Q3 		$422K Sell
3,404
-5,344
-61% -$668K 0.12% 121
2020
Q2 		$976 Buy
8,748
+35
+0.4% +$3.86K 0.14% 115
2020
Q1 		$841 Hold
8,713
– – 0.14% 108
2019
Q4 		$841K Buy
+8,713
New +$1.22M 0.12% 123

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

tru Independence's DIS Position: Q3 2021 in Review

tru Independence sold out of Walt Disney (DIS) in Q3 2021, closing a stake of 552 shares — an estimated $97K sold.

tru Independence first reported a position in DIS in Q4 2019 and held it in 7 quarters. The position peaked at $841K in Q4 2019. 3,087 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • tru Independence reported no remaining Walt Disney position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 552 Walt Disney shares in Q3 2021, an estimated $97K.
  • tru Independence first reported a position in Walt Disney in Q4 2019 and held it in 7 quarters.
  • tru Independence's Walt Disney position peaked at $841K in Q4 2019.
  • 3,087 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.