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HC Financial Advisors’s Walt Disney DIS Stock Holding History

HC Financial Advisors’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
Q2 		$2.33M Sell
24,664
-850
-3% -$94.3K 1.56% 24
2022
Q1 		$3.5M Sell
25,514
-478
-2% -$69.1K 2.08% 10
2021
Q4 		$4.03M Sell
25,992
-269
-1% -$43.4K 2.24% 9
2021
Q3 		$4.44M Sell
26,261
-415
-2% -$74K 2.67% 9
2021
Q2 		$4.69M Sell
26,676
-995
-4% -$179K 2.73% 8
2021
Q1 		$5.11M Sell
27,671
-2,020
-7% -$373K 3.11% 6
2020
Q4 		$5.38M Sell
29,691
-990
-3% -$142K 3.45% 4
2020
Q3 		$3.81M Sell
30,681
-583
-2% -$72.9K 2.73% 6
2020
Q2 		$3.49M Sell
31,264
-148
-0.5% -$16.3K 2.72% 6
2020
Q1 		$3.03M Buy
31,412
+2,678
+9% +$339K 2.71% 5
2019
Q4 		$4.16M Sell
28,734
-266
-0.9% -$37.1K 3.27% 5
2019
Q3 		$3.78M Sell
29,000
-785
-3% -$109K 3.24% 5
2019
Q2 		$4.16M Sell
29,785
-731
-2% -$96.9K 4.15% 5
2019
Q1 		$3.39M Buy
+30,516
New +$3.41M 3.55% 7
2018
Q4 		– Sell
-32,000
Closed -$3.74M – 29
2018
Q3 		$3.74M Buy
32,000
+3,495
+12% +$389K 3.31% 6
2018
Q2 		$2.99M Buy
28,505
+2,446
+9% +$250K 2.91% 7
2018
Q1 		$2.62M Buy
26,059
+47
+0.2% +$4.99K 2.58% 8
2017
Q4 		$2.8M Buy
+26,012
New +$2.68M 2.7% 7

Other funds holding DIS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HC Financial Advisors's DIS Position: Q2 2022 in Review

HC Financial Advisors reduced its Walt Disney (DIS) stake by 3.3% in Q2 2022, selling an estimated $94.3K and leaving 24,664 shares worth $2.33M. The position accounts for 1.56% of the portfolio, ranked #24.

HC Financial Advisors first reported a position in DIS in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.38M in Q4 2020. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • HC Financial Advisors held 24,664 shares of Walt Disney worth $2.33M as of Q2 2022.
  • HC Financial Advisors sold 850 Walt Disney shares in Q2 2022, an estimated $94.3K.
  • Walt Disney made up 1.56% of HC Financial Advisors's portfolio in Q2 2022, its #24 holding.
  • HC Financial Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 18 quarters since.
  • HC Financial Advisors's Walt Disney position peaked at $5.38M in Q4 2020.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.