Hayden Royal’s Walt Disney DIS Stock Holding History

Hayden Royal’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
2021 Q4	$217K	Sell	1,400 -95	-6%	-$15.3K	0.51%	68
2021 Q3	$253K	Sell	1,495 -2,138	-59%	-$381K	0.41%	67
2021 Q2	$639K	Sell	3,633 -1,082	-23%	-$195K	0.35%	72
2021 Q1	$870K	Buy	+4,715	New	+$870K	0.5%	55
2020 Q4	–	Sell	-5,913	Closed	-$733K	–	488
2020 Q3	$733K	Sell	5,913 -553	-9%	-$69.1K	0.39%	65
2020 Q2	$721K	Sell	6,466 -1,016	-14%	-$112K	0.41%	59
2020 Q1	$723K	Buy	7,482 +3,068	+70%	+$388K	0.43%	59
2019 Q4	$614K	Sell	4,414 -881	-17%	-$123K	0.31%	83
2019 Q3	$689K	Buy	5,295 +825	+18%	+$114K	0.61%	57
2019 Q2	$631K	Buy	4,470 +223	+5%	+$29.6K	0.67%	44
2019 Q1	$472K	Buy	4,247 +1,661	+64%	+$186K	0.62%	53
2018 Q4	$284K	Buy	+2,586	New	+$294K	0.15%	150

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hayden Royal's DIS Position: Q4 2021 in Review

Hayden Royal reduced its Walt Disney (DIS) stake by 6.4% in Q4 2021, selling an estimated $15.3K and leaving 1,400 shares worth $217K. The position accounts for 0.51% of the portfolio, ranked #68.

Hayden Royal first reported a position in DIS in Q4 2018 and has held it in 12 quarters since. The position peaked at $870K in Q1 2021. 3,367 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

Hayden Royal held 1,400 shares of Walt Disney worth $217K as of Q4 2021.
Hayden Royal sold 95 Walt Disney shares in Q4 2021, an estimated $15.3K.
Walt Disney made up 0.51% of Hayden Royal's portfolio in Q4 2021, its #68 holding.
Hayden Royal first reported a position in Walt Disney in Q4 2018 and has held it in 12 quarters since.
Hayden Royal's Walt Disney position peaked at $870K in Q1 2021.
3,367 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.