DIS DISNEY WALT CO

Ownership history in Ceredex Value Advisors LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Ceredex Value Advisors LLC reported a position in DISNEY WALT CO (DIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.07% (2019 Q1)
Avg. % of fund
0.68%
First filed
2018 Q1
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 324,754 -26,238 -7.5% 0.86% $37.2M $113.73
2025 Q2 ADDED 350,992 +108,304 +44.6% 0.93% $43.5M $123.18
2025 Q1 REDUCED 242,688 -81,172 -25.1% 0.52% $24.0M $97.62
2024 Q4 REDUCED 323,860 -211,466 -39.5% 0.73% $36.1M $110.13
2024 Q3 ADDED 535,326 +96,419 +22.0% 1.00% $51.5M $94.72
2024 Q1 ADDED 438,907 +161,738 +58.4% 0.94% $53.7M $119.93
2020 Q1 ADDED 277,169 +88,658 +47.0% 0.46% $26.8M $94.38
2019 Q4 REDUCED 188,511 -204,297 -52.0% 0.32% $27.4M $141.30
2019 Q3 REDUCED 392,808 -13,414 -3.3% 0.61% $51.2M $126.56
2019 Q2 REDUCED 406,222 -376,205 -48.1% 0.69% $56.7M $134.78
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% of Fund (quarterly)    DIS price (monthly, adj. close)
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