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HBC Financial Services’s Walt Disney DIS Stock Holding History

HBC Financial 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
2024
Q4 		$17K Hold
157
– – 0.01% 100
2024
Q3 		$14K Buy
157
+57
+57% +$5.24K 0.01% 109
2024
Q2 		$9K Hold
100
– – 0.01% 115
2024
Q1 		$11K Sell
100
-50
-33% -$5.22K 0.01% 106
2023
Q4 		$13K Hold
150
– – 0.01% 104
2023
Q3 		$12K Hold
150
– – 0.01% 109
2023
Q2 		$12K Buy
150
+100
+200% +$9.47K 0.01% 102
2023
Q1 		$5K Hold
50
– – ﹤0.01% 141
2022
Q4 		$4K Hold
50
– – ﹤0.01% 127
2022
Q3 		$4K Hold
50
– – ﹤0.01% 131
2022
Q2 		$4K Sell
50
-415
-89% -$46.1K ﹤0.01% 139
2022
Q1 		$53K Buy
465
+50
+12% +$7.23K 0.04% 58
2021
Q4 		$64K Buy
415
+280
+207% +$45.2K 0.04% 48
2021
Q3 		$24K Hold
135
– – 0.02% 84
2021
Q2 		$23K Hold
135
– – 0.02% 99
2021
Q1 		$25.3K Sell
135
-1
-0.7% -$184 0.02% 99
2020
Q4 		$24K Buy
+136
New +$19.5K 0.02% 96
2020
Q3 		– Sell
-23,750
Closed -$14K – 171
2020
Q2 		$14K Hold
23,750
– – 0.01% 102
2020
Q1 		$12K Buy
23,750
+23,415
+6,990% +$2.96M 0.01% 103
2019
Q4 		$49K Buy
+335
New +$46.8K 0.04% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HBC Financial Services's DIS Position: Q4 2024 in Review

HBC Financial Services held its Walt Disney (DIS) position steady in Q4 2024 at 157 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #100.

HBC Financial Services first reported a position in DIS in Q4 2019 and has held it in 20 quarters since. The position peaked at $64K in Q4 2021. 3,246 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • HBC Financial Services held 157 shares of Walt Disney worth $17K as of Q4 2024.
  • HBC Financial Services left its Walt Disney share count unchanged in Q4 2024.
  • Walt Disney made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #100 holding.
  • HBC Financial Services first reported a position in Walt Disney in Q4 2019 and has held it in 20 quarters since.
  • HBC Financial Services's Walt Disney position peaked at $64K in Q4 2021.
  • 3,246 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.