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SC&H Financial Advisors’s Walt Disney DIS Stock Holding History

SC&H 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 		– Sell
-2,341
Closed -$321K – 143
2022
Q1 		$321K Sell
2,341
-838
-26% -$121K 0.15% 119
2021
Q4 		$492K Buy
+3,179
New +$513K 0.27% 86

Other funds holding DIS

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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

SC&H Financial Advisors's DIS Position: Q2 2022 in Review

SC&H Financial Advisors sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 2,341 shares — an estimated $321K sold.

SC&H Financial Advisors first reported a position in DIS in Q4 2021 and held it in 2 quarters. The position peaked at $492K in Q4 2021. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • SC&H Financial Advisors reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 2,341 Walt Disney shares in Q2 2022, an estimated $321K.
  • SC&H Financial Advisors first reported a position in Walt Disney in Q4 2021 and held it in 2 quarters.
  • SC&H Financial Advisors's Walt Disney position peaked at $492K in Q4 2021.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.