UMC
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United Maritime Capital’s Walt Disney DIS Stock Holding History

United Maritime Capital’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
Q3 		– Sell
-7,300
Closed -$689K – 28
2022
Q2 		$689K Sell
7,300
-1,600
-18% -$178K 6.3% 5
2022
Q1 		$1.22M Sell
8,900
-1,750
-16% -$253K 3.35% 10
2021
Q4 		$1.65M Sell
10,650
-3,500
-25% -$565K 1.9% 14
2021
Q3 		$2.39M Sell
14,150
-8,400
-37% -$1.5M 2.67% 10
2021
Q2 		$3.96M Buy
22,550
+10,150
+82% +$1.83M 3.01% 8
2021
Q1 		$2.29M Sell
12,400
-5,800
-32% -$1.07M 1.89% 13
2020
Q4 		$3.3M Buy
+18,200
New +$2.61M 2.85% 8

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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
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

United Maritime Capital's DIS Position: Q3 2022 in Review

United Maritime Capital sold out of Walt Disney (DIS) in Q3 2022, closing a stake of 7,300 shares — an estimated $689K sold.

United Maritime Capital first reported a position in DIS in Q4 2020 and held it in 7 quarters. The position peaked at $3.96M in Q2 2021. 2,999 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

  • United Maritime Capital reported no remaining Walt Disney position as of Q3 2022 after selling out during the quarter.
  • United Maritime Capital sold 7,300 Walt Disney shares in Q3 2022, an estimated $689K.
  • United Maritime Capital first reported a position in Walt Disney in Q4 2020 and held it in 7 quarters.
  • United Maritime Capital's Walt Disney position peaked at $3.96M in Q2 2021.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on United Maritime Capital's 13F filing for Q3 2022, filed 10 Nov 2022.