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Veritas Investment Management’s Walt Disney DIS Stock Holding History

Veritas Investment 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
2020
Q4 		– Sell
-1,250
Closed -$155K – 17
2020
Q3 		$155K Hold
1,250
– – 0.01% 48
2020
Q2 		$139K Sell
1,250
-2,384
-66% -$263K 0.01% 51
2020
Q1 		$351K Sell
3,634
-26
-0.7% -$3.29K 0.03% 38
2019
Q4 		$529K Sell
3,660
-220
-6% -$30.7K 0.04% 28
2019
Q3 		$506K Buy
3,880
+1,930
+99% +$267K 0.04% 28
2019
Q2 		$272K Sell
1,950
-160
-8% -$21.2K 0.02% 36
2019
Q1 		$234K Sell
2,110
-220
-9% -$24.6K 0.02% 39
2018
Q4 		$256K Buy
2,330
+400
+21% +$45.5K 0.03% 35
2018
Q3 		$226K Hold
1,930
– – 0.02% 41
2018
Q2 		$202K Hold
1,930
– – 0.03% 38
2018
Q1 		$194K Hold
1,930
– – 0.02% 40
2017
Q4 		$208K Hold
1,930
– – 0.03% 39
2017
Q3 		$190K Sell
1,930
-700
-27% -$72K 0.03% 39
2017
Q2 		$279K Sell
2,630
-6,585
-71% -$721K 0.04% 35
2017
Q1 		$1.04M Hold
9,215
– – 0.17% 20
2016
Q4 		$961K Buy
9,215
+190
+2% +$18.5K 0.17% 20
2016
Q3 		$838K Sell
9,025
-3,951
-30% -$378K 0.16% 22
2016
Q2 		$1.27M Hold
12,976
– – 0.25% 20
2016
Q1 		$1.29M Buy
12,976
+3,805
+41% +$367K 0.25% 20
2015
Q4 		$964K Buy
9,171
+2,420
+36% +$270K 0.18% 27
2015
Q3 		$690K Buy
6,751
+2,100
+45% +$229K 0.18% 28
2015
Q2 		$531K Hold
4,651
– – 0.15% 33
2015
Q1 		$488K Buy
+4,651
New +$469K 0.16% 29
2014
Q3 		– Sell
-5,895
Closed -$505K – 69
2014
Q2 		$505K Buy
5,895
+2,119
+56% +$173K 0.17% 38
2014
Q1 		$302K Buy
3,776
+2,796
+285% +$217K 0.12% 42
2013
Q4 		$75K Sell
980
-1,235
-56% -$85.5K 0.04% 61
2013
Q3 		$142K Buy
+2,215
New +$142K 0.08% 49

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Veritas Investment Management's DIS Position: Q4 2020 in Review

Veritas Investment Management sold out of Walt Disney (DIS) in Q4 2020, closing a stake of 1,250 shares — an estimated $155K sold.

Veritas Investment Management first reported a position in DIS in Q3 2013 and held it in 27 quarters. The position peaked at $1.29M in Q1 2016. 3,109 funds tracked by Wall St. Rank hold DIS as of Q4 2020.

  • Veritas Investment Management reported no remaining Walt Disney position as of Q4 2020 after selling out during the quarter.
  • Veritas Investment Management sold 1,250 Walt Disney shares in Q4 2020, an estimated $155K.
  • Veritas Investment Management first reported a position in Walt Disney in Q3 2013 and held it in 27 quarters.
  • Veritas Investment Management's Walt Disney position peaked at $1.29M in Q1 2016.
  • 3,109 funds tracked by Wall St. Rank held Walt Disney as of Q4 2020.

Based on Veritas Investment Management's 13F filing for Q4 2020.