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Leeward Financial Partners’s Walt Disney DIS Stock Holding History

Leeward Financial Partners’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 		– Sell
-15,087
Closed -$2.07M – 70
2022
Q1 		$2.07M Buy
15,087
+1,672
+12% +$242K 1.28% 32
2021
Q4 		$2.08M Buy
+13,415
New +$2.17M 1.3% 29

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State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leeward Financial Partners's DIS Position: Q2 2022 in Review

Leeward Financial Partners sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 15,087 shares — an estimated $2.07M sold.

Leeward Financial Partners first reported a position in DIS in Q4 2021 and held it in 2 quarters. The position peaked at $2.08M in Q4 2021. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Leeward Financial Partners reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Leeward Financial Partners sold 15,087 Walt Disney shares in Q2 2022, an estimated $2.07M.
  • Leeward Financial Partners first reported a position in Walt Disney in Q4 2021 and held it in 2 quarters.
  • Leeward Financial Partners's Walt Disney position peaked at $2.08M in Q4 2021.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Leeward Financial Partners's 13F filing for Q2 2022, filed 19 Jul 2022.