WC Walker & Associates’s Walt Disney DIS Stock Holding History

WC Walker & Associates’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	$402K	Buy	3,956 +217	+6%	+$20.8K	0.21%	59
2022 Q3	$391K	Sell	3,739 -157	-4%	-$16.8K	0.22%	58
2022 Q2	$371K	Sell	3,896 -4	-0.1%	-$444	0.22%	52
2022 Q1	$516K	Buy	3,900 +4	+0.1%	+$578	0.27%	48
2021 Q4	$592K	Sell	3,896 -100	-3%	-$16.1K	0.29%	44
2021 Q3	$676K	Hold	3,996	–	–	0.36%	43
2021 Q2	$708K	Sell	3,996 -434	-10%	-$78.1K	0.37%	45
2021 Q1	$840K	Buy	4,430 +100	+2%	+$18.4K	0.48%	43
2020 Q4	$795K	Buy	+4,330	New	+$622K	0.46%	43

Other funds holding DIS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WC Walker & Associates's DIS Position: Q4 2022 in Review

WC Walker & Associates increased its Walt Disney (DIS) stake by 5.8% in Q4 2022, buying an estimated $20.8K and bringing the position to 3,956 shares worth $402K. The position accounts for 0.21% of the portfolio, ranked #59.

WC Walker & Associates first reported a position in DIS in Q4 2020 and has held it in 9 quarters since. The position peaked at $840K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

WC Walker & Associates held 3,956 shares of Walt Disney worth $402K as of Q4 2022.
WC Walker & Associates bought 217 Walt Disney shares in Q4 2022, an estimated $20.8K.
Walt Disney made up 0.21% of WC Walker & Associates's portfolio in Q4 2022, its #59 holding.
WC Walker & Associates first reported a position in Walt Disney in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Walt Disney position peaked at $840K in Q1 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.