SEC 13F Intelligence

Rothschild & Co Asset Management US Inc. / DIS

Rothschild & Co Asset Management US Inc.’s Disney Walt Co Position

Does Rothschild & Co Asset Management US Inc. own Disney Walt Co (DIS)? Yes1.04M shares worth $90M (+1.37% of its 13F portfolio) as of Q4 2022, up from 862.3K shares the prior filed quarter.

Position Value
$90M
Q4 2022
Shares
1.04M
% of Portfolio
+1.37%
Quarters Held
17
currently held

Position History DIS

Reported value by quarter
Q4 ’18: $30MQ4 ’18Q1 ’19: $42MQ2 ’19: $52MQ3 ’19: $42MQ3 ’19Q4 ’19: $46MQ1 ’20: $29MQ2 ’20: $52MQ2 ’20Q3 ’20: $39MQ4 ’20: $124MQ1 ’21: $131MQ1 ’21Q2 ’21: $152MQ3 ’21: $144MQ4 ’21: $130MQ4 ’21Q1 ’22: $130MQ2 ’22: $87MQ3 ’22: $81MQ3 ’22Q4 ’22: $90Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20221.04M$90M+1.37%
Q3 2022862.3K$81M+1.39%
Q2 2022920.8K$87M+1.33%
Q1 2022950.8K$130M+1.67%
Q4 2021838.1K$130M+1.52%
Q3 2021850.2K$144M+1.78%
Q2 2021866.2K$152M+1.81%
Q1 2021709.8K$131M+1.62%
Q4 2020686.3K$124M+1.60%
Q3 2020312.4K$39M+0.70%
Q2 2020462.0K$52M+0.76%
Q1 2020304.4K$29M+0.46%
Q4 2019317.6K$46M+0.48%
Q3 2019322.4K$42M+0.45%
Q2 2019374.8K$52M+0.56%
Q1 2019378.8K$42M+0.45%
Q4 2018271.5K$30M+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Asset Management US Inc.’s full portfolio or all institutional holders of DIS.