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Sunflower Bank Wealth Management’s Walt Disney DIS Stock Holding History

Sunflower Bank Wealth Management’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
2020
Q3 		$521K Sell
4,195
-1,050
-20% -$131K 0.17% 64
2020
Q2 		$585K Buy
5,245
+1,593
+44% +$176K 0.2% 64
2020
Q1 		$353K Hold
3,652
– – 0.13% 89
2019
Q4 		$528K Buy
3,652
+813
+29% +$113K 0.16% 85
2019
Q3 		$370K Buy
2,839
+352
+14% +$48.7K 0.12% 101
2019
Q2 		$347K Hold
2,487
– – 0.11% 108
2019
Q1 		$276K Sell
2,487
-120
-5% -$13.4K 0.08% 118
2018
Q4 		$286K Hold
2,607
– – 0.09% 110
2018
Q3 		$305K Sell
2,607
-1,800
-41% -$200K 0.09% 117
2018
Q2 		$462K Hold
4,407
– – 0.14% 101
2018
Q1 		$442K Hold
4,407
– – 0.12% 99
2017
Q4 		$474K Buy
4,407
+500
+13% +$51.5K 0.13% 91
2017
Q3 		$385K Sell
3,907
-1,295
-25% -$133K 0.14% 70
2017
Q2 		$553K Buy
5,202
+632
+14% +$69.2K 0.19% 60
2017
Q1 		$519K Buy
4,570
+30
+0.7% +$3.3K 0.18% 58
2016
Q4 		$473K Sell
4,540
-1,600
-26% -$156K 0.17% 59
2016
Q3 		$571K Sell
6,140
-165,492
-96% -$15.8M 0.21% 58
2016
Q2 		$16.8M Sell
171,632
-1,316
-0.8% -$132K 5.89% 3
2016
Q1 		$17.2M Sell
172,948
-2,067
-1% -$200K 6.13% 3
2015
Q4 		$18.4M Sell
175,015
-1,099
-0.6% -$122K 6.45% 3
2015
Q3 		$18M Sell
176,114
-145
-0.1% -$15.8K 6.56% 3
2015
Q2 		$20.1M Sell
176,259
-1,242
-0.7% -$136K 6.85% 3
2015
Q1 		$18.6M Sell
177,501
-1,315
-0.7% -$133K 6.12% 3
2014
Q4 		$16.8M Sell
178,816
-1,227
-0.7% -$111K 5.37% 3
2014
Q3 		$16M Buy
180,043
+446
+0.2% +$39.3K 5.47% 3
2014
Q2 		$15.4M Buy
+179,597
New +$14.7M 6.27% 2

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunflower Bank Wealth Management's DIS Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Walt Disney (DIS) stake by 20% in Q3 2020, selling an estimated $131K and leaving 4,195 shares worth $521K. The position accounts for 0.17% of the portfolio, ranked #64.

Sunflower Bank Wealth Management first reported a position in DIS in Q2 2014 and has held it in 26 quarters since. The position peaked at $20.1M in Q2 2015. 2,710 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

  • Sunflower Bank Wealth Management held 4,195 shares of Walt Disney worth $521K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 1,050 Walt Disney shares in Q3 2020, an estimated $131K.
  • Walt Disney made up 0.17% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #64 holding.
  • Sunflower Bank Wealth Management first reported a position in Walt Disney in Q2 2014 and has held it in 26 quarters since.
  • Sunflower Bank Wealth Management's Walt Disney position peaked at $20.1M in Q2 2015.
  • 2,710 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.