HawsGoodwin Investment Management’s Walt Disney DIS Stock Holding History

HawsGoodwin Investment 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
2021 Q4	$1.84M	Sell	11,888 -116	-1%	-$18.7K	0.54%	46
2021 Q3	$2.03M	Buy	12,004 +103	+0.9%	+$18.4K	0.62%	38
2021 Q2	$2.09M	Sell	11,901 -167	-1%	-$30K	0.64%	35
2021 Q1	$2.23M	Sell	12,068 -3,216	-21%	-$593K	0.71%	34
2020 Q4	$2.77M	Buy	15,284 +2,885	+23%	+$414K	0.87%	27
2020 Q3	$1.54M	Buy	12,399 +816	+7%	+$102K	0.55%	44
2020 Q2	$1.29M	Sell	11,583 -1,800	-13%	-$199K	0.51%	46
2020 Q1	$1.29M	Sell	13,383 -1,603	-11%	-$203K	0.65%	46
2019 Q4	$2.17M	Buy	+14,986	New	+$2.09M	1.13%	28

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

HawsGoodwin Investment Management's DIS Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its Walt Disney (DIS) stake by 0.97% in Q4 2021, selling an estimated $18.7K and leaving 11,888 shares worth $1.84M. The position accounts for 0.54% of the portfolio, ranked #46.

HawsGoodwin Investment Management first reported a position in DIS in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.77M in Q4 2020. 3,367 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

HawsGoodwin Investment Management held 11,888 shares of Walt Disney worth $1.84M as of Q4 2021.
HawsGoodwin Investment Management sold 116 Walt Disney shares in Q4 2021, an estimated $18.7K.
Walt Disney made up 0.54% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #46 holding.
HawsGoodwin Investment Management first reported a position in Walt Disney in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's Walt Disney position peaked at $2.77M in Q4 2020.
3,367 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.