Wunderlich Capital Managemnt’s Walt Disney DIS Stock Holding History

Wunderlich Capital Managemnt’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 Q2	–	Sell	-26,588	Closed	-$2.66M	–	92
2023 Q1	$2.66M	Buy	26,588 +517	+2%	+$52.1K	1.39%	36
2022 Q4	$2.27M	Buy	+26,071	New	+$2.49M	1.26%	38
2022 Q3	–	Sell	-23,323	Closed	-$2.2M	–	78
2022 Q2	$2.2M	Buy	23,323 +6,941	+42%	+$770K	1.28%	33
2022 Q1	$2.25M	Buy	16,382 +33	+0.2%	+$4.77K	1.06%	49
2021 Q4	$2.53M	Buy	16,349 +11,272	+222%	+$1.82M	1.13%	50
2021 Q3	$859K	Buy	+5,077	New	+$905K	0.41%	70

Other funds holding DIS

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wunderlich Capital Managemnt's DIS Position: Q2 2023 in Review

Wunderlich Capital Managemnt sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 26,588 shares — an estimated $2.66M sold.

Wunderlich Capital Managemnt first reported a position in DIS in Q3 2021 and held it in 6 quarters. The position peaked at $2.66M in Q1 2023. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Wunderlich Capital Managemnt reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Wunderlich Capital Managemnt sold 26,588 Walt Disney shares in Q2 2023, an estimated $2.66M.
Wunderlich Capital Managemnt first reported a position in Walt Disney in Q3 2021 and held it in 6 quarters.
Wunderlich Capital Managemnt's Walt Disney position peaked at $2.66M in Q1 2023.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2023, filed 8 Aug 2023.