SEC 13F Intelligence

Hc Financial Advisors Inc / DIS

Hc Financial Advisors Inc’s Disney Walt Co Position

Does Hc Financial Advisors Inc own Disney Walt Co (DIS)? Yes24.7K shares worth $2M (+1.56% of its 13F portfolio) as of Q2 2022, down from 25.5K shares the prior filed quarter.

Position Value
$2M
Q2 2022
Shares
24.7K
% of Portfolio
+1.56%
Quarters Held
14
currently held

Position History DIS

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ3 ’19Q4 ’19: $4MQ1 ’20: $3MQ1 ’20Q2 ’20: $3MQ3 ’20: $4MQ3 ’20Q4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $4MQ3 ’21Q4 ’21: $4MQ1 ’22: $4MQ1 ’22Q2 ’22: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202224.7K$2M+1.56%
Q1 202225.5K$4M+2.08%
Q4 202126.0K$4M+2.24%
Q3 202126.3K$4M+2.67%
Q2 202126.7K$5M+2.73%
Q1 202127.7K$5M+3.11%
Q4 202029.7K$5M+3.45%
Q3 202030.7K$4M+2.73%
Q2 202031.3K$3M+2.72%
Q1 202031.4K$3M+2.71%
Q4 201928.7K$4M+3.26%
Q3 201929.0K$4M+3.24%
Q2 201929.8K$4M+4.15%
Q1 201930.5K$3M+3.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of DIS.