Current Value of Holding

$39.9M

Shares

400k

% of Portfolio

0.72%

Average Buy Price

$91.8

Avg closing price
Price range

9 Jeffrey Ubben Walt Disney Co (The) Trades

Jeffrey Ubben acquired 400k Walt Disney Co (The) shares worth $39.9M. That's 0.72% of their equity portfolio (16th largest holding). Jeffrey Ubben started to build up the position in Walt Disney Co (The) in Q4 2023 and continued to invest until Q3 2024. Since then they sold 14.5M shares. The stake costed the investor $36.7M, netting the investor a gain of 8.7% so far.

Avg closing price
Price range
Sold 87.0% shares (-2.68M shares) Q1 2026
Avg closing price $107.08
Price range $92.40 - $115.88
Sold 29.9% shares (-1.31M shares) Q4 2025
Avg closing price $110.02
Price range $101.94 - $116.73
Sold 13.7% shares (-696k shares) Q3 2025
Avg closing price $117.88
Price range $112.25 - $124.00
Sold 22.5% shares (-1.48M shares) Q2 2025
Avg closing price $103.91
Price range $81.72 - $124.01
Sold 56.0% shares (-8.36M shares) Q4 2024
Avg closing price $105.46
Price range $92.39 - $117.60
Increased shares by 143.4% (+8.8M shares) Q3 2024
Avg closing price $92.08
Price range $85.60 - $98.61
Increased shares by 13.2% (+715k shares) Q2 2024
Avg closing price $107.65
Price range $99.29 - $122.82
Increased shares by 6.5% (+332k shares) Q1 2024
Avg closing price $104.45
Price range $89.29 - $122.36
New holding (+5.09M shares) Q4 2023
Avg closing price $88.16
Price range $79.32 - $96.06

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