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Hays Advisory’s Walt Disney DIS Stock Holding History

Hays Advisory’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
2018
Q4 		– Sell
-2,405
Closed -$281K – 12
2018
Q3 		$281K Buy
2,405
+202
+9% +$22.5K 0.18% 62
2018
Q2 		$231K Sell
2,203
-143
-6% -$14.6K 0.13% 62
2018
Q1 		$236K Sell
2,346
-940
-29% -$99.9K 0.11% 75
2017
Q4 		$353K Buy
3,286
+664
+25% +$68.4K 0.13% 74
2017
Q3 		$258K Buy
2,622
+274
+12% +$28.2K 0.07% 73
2017
Q2 		$249K Buy
2,348
+136
+6% +$14.9K 0.06% 73
2017
Q1 		$251K Buy
2,212
+225
+11% +$24.8K 0.06% 64
2016
Q4 		$207K Buy
+1,987
New +$194K 0.05% 72

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hays Advisory's DIS Position: Q4 2018 in Review

Hays Advisory sold out of Walt Disney (DIS) in Q4 2018, closing a stake of 2,405 shares — an estimated $281K sold.

Hays Advisory first reported a position in DIS in Q4 2016 and held it in 8 quarters. The position peaked at $353K in Q4 2017. 2,340 funds tracked by Wall St. Rank hold DIS as of Q4 2018.

  • Hays Advisory reported no remaining Walt Disney position as of Q4 2018 after selling out during the quarter.
  • Hays Advisory sold 2,405 Walt Disney shares in Q4 2018, an estimated $281K.
  • Hays Advisory first reported a position in Walt Disney in Q4 2016 and held it in 8 quarters.
  • Hays Advisory's Walt Disney position peaked at $353K in Q4 2017.
  • 2,340 funds tracked by Wall St. Rank held Walt Disney as of Q4 2018.

Based on Hays Advisory's 13F filing for Q4 2018.