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Smith Shellnut Wilson’s Walt Disney DIS Stock Holding History

Smith Shellnut Wilson’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
-1,483
Closed -$230K – 144
2021
Q4 		$230K Hold
1,483
– – 0.11% 138
2021
Q3 		$251K Hold
1,483
– – 0.15% 126
2021
Q2 		$261K Hold
1,483
– – 0.15% 121
2021
Q1 		$274K Buy
1,483
+100
+7% +$18.4K 0.17% 108
2020
Q4 		$250K Buy
+1,383
New +$199K 0.15% 111
2020
Q1 		– Sell
-2,014
Closed -$291K – 130
2019
Q4 		$291K Hold
2,014
– – 0.19% 102
2019
Q3 		$262K Sell
2,014
-98
-5% -$13.6K 0.19% 102
2019
Q2 		$295K Hold
2,112
– – 0.22% 86
2019
Q1 		$234K Buy
+2,112
New +$236K 0.19% 113

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Smith Shellnut Wilson's DIS Position: Q1 2022 in Review

Smith Shellnut Wilson sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 1,483 shares — an estimated $230K sold.

Smith Shellnut Wilson first reported a position in DIS in Q1 2019 and held it in 9 quarters. The position peaked at $295K in Q2 2019. 3,291 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Smith Shellnut Wilson reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Smith Shellnut Wilson sold 1,483 Walt Disney shares in Q1 2022, an estimated $230K.
  • Smith Shellnut Wilson first reported a position in Walt Disney in Q1 2019 and held it in 9 quarters.
  • Smith Shellnut Wilson's Walt Disney position peaked at $295K in Q2 2019.
  • 3,291 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Smith Shellnut Wilson's 13F filing for Q1 2022, filed 2 May 2022.