WHCI
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W.H. Cornerstone Investments’s Walt Disney DIS Stock Holding History

W.H. Cornerstone Investments’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
Q4 		– Sell
-2,229
Closed -$208K – 130
2022
Q3 		$208K Buy
+2,229
New +$239K 0.22% 111

Other funds holding DIS

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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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

W.H. Cornerstone Investments's DIS Position: Q4 2022 in Review

W.H. Cornerstone Investments sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 2,229 shares — an estimated $208K sold.

W.H. Cornerstone Investments first reported a position in DIS in Q3 2022 and held it in 1 quarter. The position peaked at $208K in Q3 2022. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • W.H. Cornerstone Investments reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 2,229 Walt Disney shares in Q4 2022, an estimated $208K.
  • W.H. Cornerstone Investments first reported a position in Walt Disney in Q3 2022 and held it in 1 quarter.
  • W.H. Cornerstone Investments's Walt Disney position peaked at $208K in Q3 2022.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on W.H. Cornerstone Investments's 13F filing for Q4 2022, filed 2 Feb 2023.