Ownership history in Evolution Wealth Advisors, LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth 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 β sourced directly from SEC EDGAR 13F filings.
π Evolution Wealth Advisors, LLC underperformed the S&P 500 by β11.1% annually on this DIS position. Timing score: 57% (13/23 decisions correct). Average cost basis: $106.75. Maximum drawdown during holding period: β56.1%.
β Significantly underperformed the S&P 500 by 11.1% ann.
25 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 23 add/trim decisions correct
Best entry: $79.19 (2023 Q3) Β· Worst: $180.27 (2021 Q1)
πͺ Held through 2 major drawdowns (>20%).
10 adds Β· 14 trims. Bought during 3 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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