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Weld Capital Management’s Walt Disney DIS Stock Holding History

Weld Capital 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
2021
Q3 		– Sell
-4,045
Closed -$711K – 52
2021
Q2 		$711K Sell
4,045
-5,850
-59% -$1.05M 0.72% 31
2021
Q1 		$1.83M Buy
+9,895
New +$1.82M 0.77% 25
2020
Q4 		– Sell
-9,583
Closed -$1.19M – 515
2020
Q3 		$1.19M Buy
+9,583
New +$1.2M 0.47% 48

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Weld Capital Management's DIS Position: Q3 2021 in Review

Weld Capital Management sold out of Walt Disney (DIS) in Q3 2021, closing a stake of 4,045 shares — an estimated $711K sold.

Weld Capital Management first reported a position in DIS in Q3 2020 and held it in 3 quarters. The position peaked at $1.83M in Q1 2021. 3,090 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • Weld Capital Management reported no remaining Walt Disney position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 4,045 Walt Disney shares in Q3 2021, an estimated $711K.
  • Weld Capital Management first reported a position in Walt Disney in Q3 2020 and held it in 3 quarters.
  • Weld Capital Management's Walt Disney position peaked at $1.83M in Q1 2021.
  • 3,090 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.