WR
DIS icon

WD Rutherford’s Walt Disney DIS Stock Holding History

WD Rutherford’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
2023
Q1 		– Sell
-410
Closed -$35.6K – 91
2022
Q4 		$35.6K Sell
410
-40
-9% -$3.83K 0.03% 101
2022
Q3 		$42K Buy
450
+100
+29% +$10.7K 0.03% 101
2022
Q2 		$33K Sell
350
-660
-65% -$73.3K 0.03% 92
2022
Q1 		$139K Buy
1,010
+335
+50% +$48.4K 0.08% 86
2021
Q4 		$105K Hold
675
– – 0.05% 92
2021
Q3 		$114K Sell
675
-300
-31% -$53.5K 0.06% 90
2021
Q2 		$171K Buy
975
+205
+27% +$36.9K 0.1% 80
2021
Q1 		$142K Buy
+770
New +$142K 0.09% 83

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
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

WD Rutherford's DIS Position: Q1 2023 in Review

WD Rutherford sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 410 shares — an estimated $35.6K sold.

WD Rutherford first reported a position in DIS in Q1 2021 and held it in 8 quarters. The position peaked at $171K in Q2 2021. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • WD Rutherford reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • WD Rutherford sold 410 Walt Disney shares in Q1 2023, an estimated $35.6K.
  • WD Rutherford first reported a position in Walt Disney in Q1 2021 and held it in 8 quarters.
  • WD Rutherford's Walt Disney position peaked at $171K in Q2 2021.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on WD Rutherford's 13F filing for Q1 2023, filed 11 Apr 2023.