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True Capital Management’s Walt Disney DIS Stock Holding History

True Capital Management’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
2023
Q1 		$344K Buy
3,431
+305
+10% +$30.8K 0.24% 84
2022
Q4 		$272K Buy
+3,126
New +$299K 0.22% 98

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

True Capital Management's DIS Position: Q1 2023 in Review

True Capital Management increased its Walt Disney (DIS) stake by 9.8% in Q1 2023, buying an estimated $30.8K and bringing the position to 3,431 shares worth $344K. The position accounts for 0.24% of the portfolio, ranked #84.

True Capital Management first reported a position in DIS in Q4 2022 and has held it in 2 quarters since. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • True Capital Management held 3,431 shares of Walt Disney worth $344K as of Q1 2023.
  • True Capital Management bought 305 Walt Disney shares in Q1 2023, an estimated $30.8K.
  • Walt Disney made up 0.24% of True Capital Management's portfolio in Q1 2023, its #84 holding.
  • True Capital Management first reported a position in Walt Disney in Q4 2022 and has held it in 2 quarters since.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.