Huber Financial Advisors’s Walt Disney DIS Stock Holding History

Huber 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
2020 Q1	$367K	Buy	3,794 +399	+12%	+$50.4K	0.14%	70
2019 Q4	$491K	Sell	3,395 -131	-4%	-$18.3K	0.17%	74
2019 Q3	$460K	Buy	3,526 +6	+0.2%	+$830	0.18%	67
2019 Q2	$492K	Hold	3,520	–	–	0.21%	63
2019 Q1	$391K	Buy	3,520 +220	+7%	+$24.6K	0.19%	73
2018 Q4	$362K	Buy	3,300 +1,188	+56%	+$135K	0.2%	64
2018 Q3	$247K	Sell	2,112 -147	-7%	-$16.4K	0.19%	88
2018 Q2	$236K	Sell	2,259 -1	-0%	-$102	0.22%	85
2018 Q1	$227K	Buy	2,260 +89	+4%	+$9.46K	0.22%	82
2017 Q4	$233K	Buy	+2,171	New	+$224K	0.26%	67

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Huber Financial Advisors's DIS Position: Q1 2020 in Review

Huber Financial Advisors increased its Walt Disney (DIS) stake by 12% in Q1 2020, buying an estimated $50.4K and bringing the position to 3,794 shares worth $367K. The position accounts for 0.14% of the portfolio, ranked #70.

Huber Financial Advisors first reported a position in DIS in Q4 2017 and has held it in 10 quarters since. The position peaked at $492K in Q2 2019. 2,679 funds tracked by Wall St. Rank hold DIS as of Q1 2020.

Huber Financial Advisors held 3,794 shares of Walt Disney worth $367K as of Q1 2020.
Huber Financial Advisors bought 399 Walt Disney shares in Q1 2020, an estimated $50.4K.
Walt Disney made up 0.14% of Huber Financial Advisors's portfolio in Q1 2020, its #70 holding.
Huber Financial Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Walt Disney position peaked at $492K in Q2 2019.
2,679 funds tracked by Wall St. Rank held Walt Disney as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.