Ownership history in Unisphere Establishment Β· 9 quarters on record
This page tracks every 13F SEC filing in which Unisphere Establishment 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 Unisphere Establishment underperformed the S&P 500 by β16.0% annually on this DIS position. Timing score: 40% (2/5 decisions correct). Average cost basis: $109.99. Maximum drawdown during holding period: β21.0%.
β Significantly underperformed the S&P 500 by 16.0% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $97.32 (2024 Q2) Β· Worst: $119.93 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 2 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
π Unisphere Establishment has been actively increasing its DIS allocation β a bullish signal from insiders.
Currently 1.21% 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