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Hershey Trust Company’s Walt Disney DIS Stock Holding History

Hershey Trust Company’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
2013
Q3 		– Sell
-17,340
Closed -$1.09M – 24
2013
Q2 		$1.09M Buy
+17,340
New +$1.1M 0.02% 69

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hershey Trust Company's DIS Position: Q3 2013 in Review

Hershey Trust Company sold out of Walt Disney (DIS) in Q3 2013, closing a stake of 17,340 shares — an estimated $1.09M sold.

Hershey Trust Company first reported a position in DIS in Q2 2013 and held it in 1 quarter. The position peaked at $1.09M in Q2 2013. 1,295 funds tracked by Wall St. Rank hold DIS as of Q3 2013.

  • Hershey Trust Company reported no remaining Walt Disney position as of Q3 2013 after selling out during the quarter.
  • Hershey Trust Company sold 17,340 Walt Disney shares in Q3 2013, an estimated $1.09M.
  • Hershey Trust Company first reported a position in Walt Disney in Q2 2013 and held it in 1 quarter.
  • Hershey Trust Company's Walt Disney position peaked at $1.09M in Q2 2013.
  • 1,295 funds tracked by Wall St. Rank held Walt Disney as of Q3 2013.

Based on Hershey Trust Company's 13F filing for Q3 2013, filed 21 Oct 2013.