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Harvest Investment Services’s Walt Disney DIS Stock Holding History

Harvest Investment Services’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,687
Closed -$261K – 198
2021
Q4 		$261K Buy
1,687
+51
+3% +$8.24K 0.11% 213
2021
Q3 		$276K Sell
1,636
-102
-6% -$18.2K 0.11% 220
2021
Q2 		$305K Buy
+1,738
New +$313K 0.13% 209
2019
Q3 		– Sell
-2,152
Closed -$304K – 159
2019
Q2 		$304K Buy
+2,152
New +$285K 0.17% 107

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Investment Services's DIS Position: Q1 2022 in Review

Harvest Investment Services sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 1,687 shares — an estimated $261K sold.

Harvest Investment Services first reported a position in DIS in Q2 2019 and held it in 4 quarters. The position peaked at $305K in Q2 2021. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Harvest Investment Services reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Harvest Investment Services sold 1,687 Walt Disney shares in Q1 2022, an estimated $261K.
  • Harvest Investment Services first reported a position in Walt Disney in Q2 2019 and held it in 4 quarters.
  • Harvest Investment Services's Walt Disney position peaked at $305K in Q2 2021.
  • 3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Harvest Investment Services's 13F filing for Q1 2022, filed 3 May 2022.