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Hobbs Group Advisors’s Walt Disney DIS Stock Holding History

Hobbs Group 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
2024
Q4 		– Sell
-1,034
Closed -$99.4K – 272
2024
Q3 		$99.4K Buy
1,034
+10
+1% +$920 0.04% 207
2024
Q2 		$102K Buy
+1,024
New +$110K 0.04% 190
2023
Q4 		$92.5K Buy
+1,024
New +$90.3K 0.04% 170

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hobbs Group Advisors's DIS Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 1,034 shares — an estimated $99.4K sold.

Hobbs Group Advisors first reported a position in DIS in Q4 2023 and held it in 3 quarters. The position peaked at $102K in Q2 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 1,034 Walt Disney shares in Q4 2024, an estimated $99.4K.
  • Hobbs Group Advisors first reported a position in Walt Disney in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Walt Disney position peaked at $102K in Q2 2024.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.