Ownership history in Achmea Investment Management B.V. Β· 32 quarters on record
This page tracks every 13F SEC filing in which Achmea Investment Management B.V. reported a position in Walt Disney Co (DIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Achmea Investment Management B.V. underperformed the S&P 500 by β10.2% annually on this DIS position. Timing score: 52% (15/29 decisions correct). Average cost basis: $107.36. Maximum drawdown during holding period: β56.1%.
β Significantly underperformed the S&P 500 by 10.2% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 29 add/trim decisions correct
Best entry: $84.88 (2022 Q4) Β· Worst: $180.27 (2021 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 17 trims. Bought during 6 of 18 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.14% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size