Charles D. Hyman’s Walt Disney DIS Stock Holding History

Charles D. Hyman’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	$3.62M	Sell	36,442 -573	-2%	-$61.7K	0.2%	76
2024 Q1	$4.53M	Sell	37,015 -226	-0.6%	-$23.6K	0.25%	65
2023 Q4	$3.36M	Sell	37,241 -7,080	-16%	-$624K	0.2%	79
2023 Q3	$3.59M	Sell	44,321 -1,689	-4%	-$144K	0.23%	70
2023 Q2	$4.11M	Sell	46,010 -588	-1%	-$55.7K	0.26%	65
2023 Q1	$4.67M	Buy	46,598 +4,149	+10%	+$418K	0.31%	56
2022 Q4	$3.69M	Buy	42,449 +1,668	+4%	+$160K	0.25%	69
2022 Q3	$3.85M	Buy	40,781 +34	+0.1%	+$3.64K	0.3%	63
2022 Q2	$3.85M	Buy	40,747 +833	+2%	+$92.5K	0.28%	67
2022 Q1	$5.47M	Sell	39,914 -500	-1%	-$72.3K	0.35%	55
2021 Q4	$6.26M	Sell	40,414 -97	-0.2%	-$15.7K	0.4%	53
2021 Q3	$6.85M	Buy	40,511 +114	+0.3%	+$20.3K	0.48%	47
2021 Q2	$7.1M	Sell	40,397 -78	-0.2%	-$14K	0.5%	48
2021 Q1	$7.47M	Buy	40,475 +1,376	+4%	+$254K	0.55%	44
2020 Q4	$7.08M	Buy	39,099 +46	+0.1%	+$6.6K	0.57%	42
2020 Q3	$4.85M	Sell	39,053 -900	-2%	-$112K	0.43%	51
2020 Q2	$4.46M	Buy	39,953 +281	+0.7%	+$31K	0.43%	50
2020 Q1	$3.83M	Sell	39,672 -1,081	-3%	-$137K	0.48%	48
2019 Q4	$5.89M	Buy	40,753 +512	+1%	+$71.5K	0.58%	47
2019 Q3	$5.24M	Sell	40,241 -200	-0.5%	-$27.7K	0.55%	51
2019 Q2	$5.65M	Buy	40,441 +1,030	+3%	+$137K	0.59%	48
2019 Q1	$4.38M	Buy	39,411 +2,301	+6%	+$257K	0.45%	58
2018 Q4	$4.07M	Hold	37,110	–	–	0.48%	57
2018 Q3	$4.34M	Sell	37,110 -28	-0.1%	-$3.12K	0.45%	61
2018 Q2	$3.89M	Sell	37,138 -107	-0.3%	-$10.9K	0.44%	63
2018 Q1	$3.74M	Buy	37,245 +511	+1%	+$54.3K	0.43%	62
2017 Q4	$3.95M	Sell	36,734 -5,278	-13%	-$544K	0.45%	59
2017 Q3	$4.14M	Sell	42,012 -2,300	-5%	-$237K	0.51%	56
2017 Q2	$4.71M	Sell	44,312 -175	-0.4%	-$19.2K	0.6%	51
2017 Q1	$5.04M	Sell	44,487 -663	-1%	-$73K	0.67%	50
2016 Q4	$4.71M	Buy	45,150 +162	+0.4%	+$15.8K	0.66%	49
2016 Q3	$4.18M	Buy	44,988 +200	+0.4%	+$19.2K	0.62%	51
2016 Q2	$4.38M	Buy	44,788 +26	+0.1%	+$2.6K	0.66%	50
2016 Q1	$4.45M	Buy	44,762 +2,057	+5%	+$199K	0.7%	46
2015 Q4	$4.49M	Buy	42,705 +345	+0.8%	+$38.5K	0.74%	44
2015 Q3	$4.33M	Buy	42,360 +7,450	+21%	+$811K	0.76%	46
2015 Q2	$3.98M	Sell	34,910 -300	-0.9%	-$32.9K	0.64%	52
2015 Q1	$3.69M	Hold	35,210	–	–	0.59%	53
2014 Q4	$3.32M	Hold	35,210	–	–	0.54%	54
2014 Q3	$3.13M	Buy	35,210 +309	+0.9%	+$27.3K	0.52%	54
2014 Q2	$2.99M	Sell	34,901 -200	-0.6%	-$16.3K	0.5%	53
2014 Q1	$2.81M	Sell	35,101 -110	-0.3%	-$8.53K	0.51%	52
2013 Q4	$2.69M	Sell	35,211 -3,150	-8%	-$218K	0.49%	57
2013 Q3	$2.47M	Sell	38,361 -300	-0.8%	-$19.2K	0.49%	57
2013 Q2	$2.44M	Buy	+38,661	New	+$2.44M	0.5%	58

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles D. Hyman's DIS Position: Q2 2024 in Review

Charles D. Hyman reduced its Walt Disney (DIS) stake by 1.5% in Q2 2024, selling an estimated $61.7K and leaving 36,442 shares worth $3.62M. The position accounts for 0.2% of the portfolio, ranked #76.

Charles D. Hyman first reported a position in DIS in Q2 2013 and has held it in 45 quarters since. The position peaked at $7.47M in Q1 2021. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Charles D. Hyman held 36,442 shares of Walt Disney worth $3.62M as of Q2 2024.
Charles D. Hyman sold 573 Walt Disney shares in Q2 2024, an estimated $61.7K.
Walt Disney made up 0.2% of Charles D. Hyman's portfolio in Q2 2024, its #76 holding.
Charles D. Hyman first reported a position in Walt Disney in Q2 2013 and has held it in 45 quarters since.
Charles D. Hyman's Walt Disney position peaked at $7.47M in Q1 2021.
3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.