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Stewardship Financial Advisors’s Walt Disney DIS Stock Holding History

Stewardship 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
2021
Q1 		$255K Sell
1,381
-66
-5% -$12.2K 0.09% 52
2020
Q4 		$262K Buy
+1,447
New +$208K 0.1% 53
2020
Q1 		– Sell
-1,554
Closed -$225K – 67
2019
Q4 		$225K Sell
1,554
-2
-0.1% -$279 0.08% 53
2019
Q3 		$203K Sell
1,556
-277
-15% -$38.3K 0.09% 50
2019
Q2 		$256K Sell
1,833
-3
-0.2% -$398 0.11% 46
2019
Q1 		$204K Buy
+1,836
New +$205K 0.09% 50

Other funds holding DIS

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T 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

Stewardship Financial Advisors's DIS Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its Walt Disney (DIS) stake by 4.6% in Q1 2021, selling an estimated $12.2K and leaving 1,381 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #52.

Stewardship Financial Advisors first reported a position in DIS in Q1 2019 and has held it in 6 quarters since. The position peaked at $262K in Q4 2020. 3,163 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

  • Stewardship Financial Advisors held 1,381 shares of Walt Disney worth $255K as of Q1 2021.
  • Stewardship Financial Advisors sold 66 Walt Disney shares in Q1 2021, an estimated $12.2K.
  • Walt Disney made up 0.09% of Stewardship Financial Advisors's portfolio in Q1 2021, its #52 holding.
  • Stewardship Financial Advisors first reported a position in Walt Disney in Q1 2019 and has held it in 6 quarters since.
  • Stewardship Financial Advisors's Walt Disney position peaked at $262K in Q4 2020.
  • 3,163 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.