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Searcy Financial Services’s Walt Disney DIS Stock Holding History

Searcy Financial Services’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
Q1 		– Sell
-1,818
Closed -$282K – 23
2021
Q4 		$282K Sell
1,818
-39,142
-96% -$6.32M 0.13% 20
2021
Q3 		$6.93M Buy
40,960
+451
+1% +$80.4K 4.23% 12
2021
Q2 		$7.12M Sell
40,509
-29
-0.1% -$5.22K 4.31% 13
2021
Q1 		$7.48M Sell
40,538
-2,978
-7% -$549K 4.74% 11
2020
Q4 		$7.88M Sell
43,516
-3
-0% -$431 4.71% 12
2020
Q3 		$5.4M Buy
+43,519
New +$5.44M 4.04% 13

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Searcy Financial Services's DIS Position: Q1 2022 in Review

Searcy Financial Services sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 1,818 shares — an estimated $282K sold.

Searcy Financial Services first reported a position in DIS in Q3 2020 and held it in 6 quarters. The position peaked at $7.88M in Q4 2020. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Searcy Financial Services reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Searcy Financial Services sold 1,818 Walt Disney shares in Q1 2022, an estimated $282K.
  • Searcy Financial Services first reported a position in Walt Disney in Q3 2020 and held it in 6 quarters.
  • Searcy Financial Services's Walt Disney position peaked at $7.88M in Q4 2020.
  • 3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Searcy Financial Services's 13F filing for Q1 2022, filed 29 Apr 2022.