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Wasatch Advisors’s Walt Disney DIS Stock Holding History

Wasatch Advisors’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
2018
Q3 		– Sell
-73,250
Closed -$7.68M – 241
2018
Q2 		$7.68M Buy
73,250
+70,000
+2,154% +$7.16M 0.09% 135
2018
Q1 		$326K Sell
3,250
-20,233
-86% -$2.15M ﹤0.01% 287
2017
Q4 		$2.52M Buy
23,483
+16,000
+214% +$1.65M 0.03% 206
2017
Q3 		$738K Buy
7,483
+1,500
+25% +$154K 0.01% 291
2017
Q2 		$636K Buy
5,983
+4,183
+232% +$458K 0.01% 316
2017
Q1 		$204K Buy
+1,800
New +$198K ﹤0.01% 340
2015
Q2 		– Sell
-11,100
Closed -$1.16M – 373
2015
Q1 		$1.16M Sell
11,100
-5,500
-33% -$555K 0.01% 337
2014
Q4 		$1.56M Sell
16,600
-6,500
-28% -$586K 0.02% 328
2014
Q3 		$2.06M Hold
23,100
– – 0.02% 310
2014
Q2 		$1.98M Buy
23,100
+5,100
+28% +$417K 0.02% 325
2014
Q1 		$1.44M Buy
+18,000
New +$1.4M 0.01% 346

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return