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Sunburst Financial Group’s Walt Disney DIS Stock Holding History

Sunburst Financial Group’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
2024
Q2 		– Sell
-1,781
Closed -$216K – 114
2024
Q1 		$216K Buy
+1,781
New +$186K 0.06% 103
2022
Q2 		– Sell
-1,550
Closed -$213K – 85
2022
Q1 		$213K Buy
1,550
+255
+20% +$36.9K 0.11% 70
2021
Q4 		$201K Buy
1,295
+93
+8% +$15K 0.1% 71
2021
Q3 		$203K Sell
1,202
-46
-4% -$8.2K 0.13% 61
2021
Q2 		$219K Sell
1,248
-16
-1% -$2.88K 0.14% 59
2021
Q1 		$233K Sell
1,264
-4
-0.3% -$738 0.16% 56
2020
Q4 		$230K Buy
+1,268
New +$182K 0.17% 52
2020
Q1 		– Sell
-1,728
Closed -$250K – 57
2019
Q4 		$250K Buy
+1,728
New +$241K 0.22% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sunburst Financial Group's DIS Position: Q2 2024 in Review

Sunburst Financial Group sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,781 shares — an estimated $216K sold.

Sunburst Financial Group first reported a position in DIS in Q4 2019 and held it in 8 quarters. The position peaked at $250K in Q4 2019. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Sunburst Financial Group reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Sunburst Financial Group sold 1,781 Walt Disney shares in Q2 2024, an estimated $216K.
  • Sunburst Financial Group first reported a position in Walt Disney in Q4 2019 and held it in 8 quarters.
  • Sunburst Financial Group's Walt Disney position peaked at $250K in Q4 2019.
  • 3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Sunburst Financial Group's 13F filing for Q2 2024, filed 12 Jul 2024.