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United Capital Management of KS’s Walt Disney DIS Stock Holding History

United Capital Management of KS’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
2022
Q1 		– Sell
-25,948
Closed -$4.02M – 93
2021
Q4 		$4.02M Buy
25,948
+2,418
+10% +$391K 1.5% 27
2021
Q3 		$3.98M Buy
23,530
+1,749
+8% +$312K 1.63% 23
2021
Q2 		$3.83M Buy
21,781
+772
+4% +$139K 1.56% 24
2021
Q1 		$3.88M Buy
21,009
+713
+4% +$131K 1.78% 18
2020
Q4 		$3.68M Buy
20,296
+2,755
+16% +$395K 1.68% 19
2020
Q3 		$2.18M Buy
17,541
+390
+2% +$48.7K 1.14% 35
2020
Q2 		$1.91M Sell
17,151
-4,529
-21% -$500K 1.12% 36
2020
Q1 		$2.09M Buy
21,680
+3,019
+16% +$382K 1.76% 22
2019
Q4 		$2.7M Buy
18,661
+1,112
+6% +$155K 1.71% 15
2019
Q3 		$2.3M Buy
17,549
+477
+3% +$66K 1.68% 16
2019
Q2 		$2.42M Buy
17,072
+464
+3% +$61.5K 1.83% 14
2019
Q1 		$2.24M Buy
16,608
+2,204
+15% +$246K 1.76% 14
2018
Q4 		$1.58M Buy
14,404
+1,809
+14% +$206K 1.46% 24
2018
Q3 		$1.38M Buy
+12,595
New +$1.4M 1.11% 27

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

United Capital Management of KS's DIS Position: Q1 2022 in Review

United Capital Management of KS sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 25,948 shares — an estimated $4.02M sold.

United Capital Management of KS first reported a position in DIS in Q3 2018 and held it in 14 quarters. The position peaked at $4.02M in Q4 2021. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • United Capital Management of KS reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • United Capital Management of KS sold 25,948 Walt Disney shares in Q1 2022, an estimated $4.02M.
  • United Capital Management of KS first reported a position in Walt Disney in Q3 2018 and held it in 14 quarters.
  • United Capital Management of KS's Walt Disney position peaked at $4.02M in Q4 2021.
  • 3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on United Capital Management of KS's 13F filing for Q1 2022, filed 26 Apr 2022.