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Security National Bank of Sioux City Iowa’s Walt Disney DIS Stock Holding History

Security National Bank of Sioux City Iowa’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
2021
Q3 		– Sell
-2,454
Closed -$431K – 95
2021
Q2 		$431K Sell
2,454
-481
-16% -$86.5K 0.34% 67
2021
Q1 		$542K Buy
2,935
+140
+5% +$25.8K 0.44% 57
2020
Q4 		$506K Hold
2,795
– – 0.43% 63
2020
Q3 		$347K Buy
2,795
+500
+22% +$62.5K 0.33% 62
2020
Q2 		$256K Hold
2,295
– – 0.28% 72
2020
Q1 		$222K Sell
2,295
-272
-11% -$34.4K 0.29% 65
2019
Q4 		$371K Hold
2,567
– – 0.36% 65
2019
Q3 		$335K Buy
+2,567
New +$355K 0.38% 62

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $865B AUM 30.76% 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

Security National Bank of Sioux City Iowa's DIS Position: Q3 2021 in Review

Security National Bank of Sioux City Iowa sold out of Walt Disney (DIS) in Q3 2021, closing a stake of 2,454 shares — an estimated $431K sold.

Security National Bank of Sioux City Iowa first reported a position in DIS in Q3 2019 and held it in 8 quarters. The position peaked at $542K in Q1 2021. 3,088 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • Security National Bank of Sioux City Iowa reported no remaining Walt Disney position as of Q3 2021 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 2,454 Walt Disney shares in Q3 2021, an estimated $431K.
  • Security National Bank of Sioux City Iowa first reported a position in Walt Disney in Q3 2019 and held it in 8 quarters.
  • Security National Bank of Sioux City Iowa's Walt Disney position peaked at $542K in Q1 2021.
  • 3,088 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2021, filed 16 Nov 2021.