Royal Harbor Partners’s Walt Disney DIS Stock Holding History

Royal Harbor 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	-1,530	Closed	-$210K	–	72
2022 Q1	$210K	Sell	1,530 -19	-1%	-$2.75K	0.13%	79
2021 Q4	$240K	Sell	1,549 -7,118	-82%	-$1.15M	0.15%	73
2021 Q3	$1.47M	Buy	8,667 +40	+0.5%	+$7.13K	1.04%	26
2021 Q2	$1.52M	Buy	8,627 +252	+3%	+$45.3K	1.01%	27
2021 Q1	$1.54M	Sell	8,375 -439	-5%	-$81K	1.18%	20
2020 Q4	$1.6M	Buy	8,814 +389	+5%	+$55.8K	1.34%	16
2020 Q3	$1.04M	Sell	8,425 -28	-0.3%	-$3.5K	0.98%	18
2020 Q2	$943K	Buy	+8,453	New	+$933K	0.93%	23
2020 Q1	–	Sell	-1,666	Closed	-$241K	–	71
2019 Q4	$241K	Buy	+1,666	New	+$233K	0.23%	54

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Royal Harbor Partners's DIS Position: Q2 2022 in Review

Royal Harbor Partners sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,530 shares — an estimated $210K sold.

Royal Harbor Partners first reported a position in DIS in Q4 2019 and held it in 9 quarters. The position peaked at $1.6M in Q4 2020. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

Royal Harbor Partners reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
Royal Harbor Partners sold 1,530 Walt Disney shares in Q2 2022, an estimated $210K.
Royal Harbor Partners first reported a position in Walt Disney in Q4 2019 and held it in 9 quarters.
Royal Harbor Partners's Walt Disney position peaked at $1.6M in Q4 2020.
3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Royal Harbor Partners's 13F filing for Q2 2022, filed 5 Aug 2022.