Hamilton Point Investment Advisors’s Walt Disney DIS Stock Holding History

Hamilton Point Investment 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
2022 Q1	–	Sell	-1,819	Closed	-$282K	–	79
2021 Q4	$282K	Hold	1,819	–	–	0.07%	75
2021 Q3	$308K	Hold	1,819	–	–	0.08%	69
2021 Q2	$320K	Hold	1,819	–	–	0.09%	66
2021 Q1	$336K	Hold	1,819	–	–	0.1%	64
2020 Q4	$330K	Hold	1,819	–	–	0.1%	62
2020 Q3	$226K	Hold	1,819	–	–	0.08%	67
2020 Q2	$203K	Buy	+1,819	New	+$201K	0.08%	66
2020 Q1	–	Sell	-1,992	Closed	-$290K	–	69
2019 Q4	$290K	Hold	1,992	–	–	0.11%	64
2019 Q3	$260K	Hold	1,992	–	–	0.11%	66
2019 Q2	$278K	Buy	1,992 +159	+9%	+$21.1K	0.12%	67
2019 Q1	$204K	Hold	1,833	–	–	0.09%	72
2018 Q4	$203K	Buy	+1,833	New	+$208K	0.1%	71

Other funds holding DIS

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hamilton Point Investment Advisors's DIS Position: Q1 2022 in Review

Hamilton Point Investment Advisors sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 1,819 shares — an estimated $282K sold.

Hamilton Point Investment Advisors first reported a position in DIS in Q4 2018 and held it in 12 quarters. The position peaked at $336K in Q1 2021. 3,291 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

Hamilton Point Investment Advisors reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
Hamilton Point Investment Advisors sold 1,819 Walt Disney shares in Q1 2022, an estimated $282K.
Hamilton Point Investment Advisors first reported a position in Walt Disney in Q4 2018 and held it in 12 quarters.
Hamilton Point Investment Advisors's Walt Disney position peaked at $336K in Q1 2021.
3,291 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2022, filed 12 May 2022.