UBV
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United Bank (Virginia)’s Walt Disney DIS Stock Holding History

United Bank (Virginia)’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
Q4 		– Sell
-5,242
Closed -$425K – 152
2023
Q3 		$425K Sell
5,242
-61
-1% -$5.21K 0.06% 102
2023
Q2 		$473K Hold
5,303
– – 0.06% 100
2023
Q1 		$531K Buy
5,303
+61
+1% +$6.15K 0.07% 96
2022
Q4 		$455K Sell
5,242
-3,692
-41% -$353K 0.06% 103
2022
Q3 		$843K Buy
8,934
+65
+0.7% +$6.96K 0.13% 75
2022
Q2 		$838K Sell
8,869
-138
-2% -$15.3K 0.13% 75
2022
Q1 		$1.24M Sell
9,007
-3,500
-28% -$506K 0.16% 62
2021
Q4 		$1.94M Hold
12,507
– – 0.24% 53
2021
Q3 		$2.12M Sell
12,507
-128
-1% -$22.8K 0.28% 47
2021
Q2 		$2.22M Sell
12,635
-75
-0.6% -$13.5K 0.3% 44
2021
Q1 		$2.35M Sell
12,710
-127
-1% -$23.4K 0.32% 48
2020
Q4 		$2.33M Buy
12,837
+2,600
+25% +$373K 0.35% 46
2020
Q3 		$1.27M Sell
10,237
-1,328
-11% -$166K 0.22% 59
2020
Q2 		$1.29M Sell
11,565
-490
-4% -$54.1K 0.23% 59
2020
Q1 		$1.17M Sell
12,055
-426
-3% -$53.9K 0.25% 56
2019
Q4 		$1.8M Sell
12,481
-256
-2% -$35.7K 0.31% 52
2019
Q3 		$1.66M Buy
12,737
+556
+5% +$76.9K 0.3% 52
2019
Q2 		$1.7M Buy
12,181
+6,923
+132% +$918K 0.28% 54
2019
Q1 		$583K Buy
5,258
+1,727
+49% +$193K 0.11% 85
2018
Q4 		$387K Buy
3,531
+302
+9% +$34.3K 0.08% 105
2018
Q3 		$378K Hold
3,229
– – 0.08% 97
2018
Q2 		$339K Sell
3,229
-341
-10% -$34.9K 0.08% 98
2018
Q1 		$359K Sell
3,570
-156
-4% -$16.6K 0.08% 95
2017
Q4 		$401K Buy
+3,726
New +$384K 0.1% 94

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

United Bank (Virginia)'s DIS Position: Q4 2023 in Review

United Bank (Virginia) sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 5,242 shares — an estimated $425K sold.

United Bank (Virginia) first reported a position in DIS in Q4 2017 and held it in 24 quarters. The position peaked at $2.35M in Q1 2021. 2,999 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • United Bank (Virginia) reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • United Bank (Virginia) sold 5,242 Walt Disney shares in Q4 2023, an estimated $425K.
  • United Bank (Virginia) first reported a position in Walt Disney in Q4 2017 and held it in 24 quarters.
  • United Bank (Virginia)'s Walt Disney position peaked at $2.35M in Q1 2021.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on United Bank (Virginia)'s 13F filing for Q4 2023, filed 7 Feb 2024.