Current Value of Holding

$690 Million

Shares

6.57 Million

% of Portfolio

17.81%

Average Buy Price

$91.8

Avg closing price
Price range

5 Jeffrey Ubben Walt Disney Co (The) Trades

Jeffrey Ubben acquired 6.57 Million Walt Disney Co (The) shares worth $690 Million. That's 17.81% of their entire equity portfolio (3rd 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 8.36 Million shares. The stake costed the investor $603 Million, netting the investor a gain of 15% so far.

Avg closing price
Price range
Sold 56.0% shares (-8.36 Million shares) Q4 2024
Avg closing price $105.46
Price range $92.39 - $117.60
Increased shares by 143.4% (+8.8 Million shares) Q3 2024
Avg closing price $92.08
Price range $85.60 - $98.61
Increased shares by 13.2% (+715 Thousand shares) Q2 2024
Avg closing price $107.65
Price range $99.29 - $122.82
Increased shares by 6.5% (+332 Thousand shares) Q1 2024
Avg closing price $104.45
Price range $89.29 - $122.36
New holding (+5.09 Million shares) Q4 2023
Avg closing price $88.16
Price range $79.32 - $96.06

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