Independence Advisors’s Walt Disney DIS Stock Holding History

Independence 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 Q3	$490K	Sell	3,953 -58	-1%	-$7.25K	0.11%	52
2020 Q2	$447K	Buy	4,011 +4	+0.1%	+$442	0.1%	52
2020 Q1	$387K	Sell	4,007 -999	-20%	-$126K	0.11%	50
2019 Q4	$724K	Sell	5,006 -258	-5%	-$36K	0.17%	43
2019 Q3	$686K	Buy	5,264 +318	+6%	+$44K	0.17%	43
2019 Q2	$691K	Buy	4,946 +444	+10%	+$58.9K	0.18%	44
2019 Q1	$500K	Buy	4,502 +339	+8%	+$37.9K	0.14%	51
2018 Q4	$456K	Hold	4,163	–	–	0.15%	51
2018 Q3	$487K	Buy	4,163 +21	+0.5%	+$2.34K	0.15%	46
2018 Q2	$434K	Hold	4,142	–	–	0.14%	48
2018 Q1	$416K	Hold	4,142	–	–	0.14%	47
2017 Q4	$445K	Sell	4,142 -578	-12%	-$59.5K	0.15%	45
2017 Q3	$465K	Buy	4,720 +578	+14%	+$59.5K	0.19%	40
2017 Q2	$440K	Buy	4,142 +32	+0.8%	+$3.5K	0.18%	45
2017 Q1	$466K	Hold	4,110	–	–	0.2%	43
2016 Q4	$428K	Hold	4,110	–	–	0.19%	45
2016 Q3	$382K	Buy	+4,110	New	+$394K	0.18%	45

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Independence Advisors's DIS Position: Q3 2020 in Review

Independence Advisors reduced its Walt Disney (DIS) stake by 1.4% in Q3 2020, selling an estimated $7.25K and leaving 3,953 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #52.

Independence Advisors first reported a position in DIS in Q3 2016 and has held it in 17 quarters since. The position peaked at $724K in Q4 2019. 2,710 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

Independence Advisors held 3,953 shares of Walt Disney worth $490K as of Q3 2020.
Independence Advisors sold 58 Walt Disney shares in Q3 2020, an estimated $7.25K.
Walt Disney made up 0.11% of Independence Advisors's portfolio in Q3 2020, its #52 holding.
Independence Advisors first reported a position in Walt Disney in Q3 2016 and has held it in 17 quarters since.
Independence Advisors's Walt Disney position peaked at $724K in Q4 2019.
2,710 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.