Ownership history in Benin Management CORP Β· 61 quarters on record
This page tracks every 13F SEC filing in which Benin Management CORP reported a position in DISNEY WALT CO COM DISNEY (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 Benin Management CORP underperformed the S&P 500 by β1.8% annually on this DIS position. Timing score: 43% (23/54 decisions correct). Average cost basis: $81.51. Maximum drawdown during holding period: β56.1%.
β οΈ Trailed SPY by 1.8% ann. on this position.
60 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
23 of 54 add/trim decisions correct
Best entry: $32.27 (2010 Q4) Β· Worst: $177.01 (2020 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
31 adds Β· 24 trims. Bought during 15 of 26 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.61% 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