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Hill Investment Group Partners’s Walt Disney DIS Stock Holding History

Hill Investment Group Partners’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
2023
Q4 		– Sell
-3,745
Closed -$304K – 72
2023
Q3 		$304K Buy
3,745
+500
+15% +$42.7K 0.05% 50
2023
Q2 		$290K Hold
3,245
– – 0.05% 47
2023
Q1 		$325K Sell
3,245
-95
-3% -$9.58K 0.06% 46
2022
Q4 		$290K Buy
+3,340
New +$319K 0.07% 48

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hill Investment Group Partners's DIS Position: Q4 2023 in Review

Hill Investment Group Partners sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 3,745 shares — an estimated $304K sold.

Hill Investment Group Partners first reported a position in DIS in Q4 2022 and held it in 4 quarters. The position peaked at $325K in Q1 2023. 3,000 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Hill Investment Group Partners reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Hill Investment Group Partners sold 3,745 Walt Disney shares in Q4 2023, an estimated $304K.
  • Hill Investment Group Partners first reported a position in Walt Disney in Q4 2022 and held it in 4 quarters.
  • Hill Investment Group Partners's Walt Disney position peaked at $325K in Q1 2023.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Hill Investment Group Partners's 13F filing for Q4 2023, filed 18 Jan 2024.