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Hochman Cole Investment Advisors’s Walt Disney DIS Stock Holding History

Hochman Cole 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
2021
Q3 		$201K Sell
1,188
-57
-5% -$10.2K 0.08% 127
2021
Q2 		$219K Buy
+1,245
New +$224K 0.09% 120
2020
Q1 		– Sell
-1,537
Closed -$222K – 106
2019
Q4 		$222K Hold
1,537
– – 0.12% 108
2019
Q3 		$200K Buy
+1,537
New +$213K 0.12% 108

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hochman Cole Investment Advisors's DIS Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Walt Disney (DIS) stake by 4.6% in Q3 2021, selling an estimated $10.2K and leaving 1,188 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #127.

Hochman Cole Investment Advisors first reported a position in DIS in Q3 2019 and has held it in 4 quarters since. The position peaked at $222K in Q4 2019. 3,088 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • Hochman Cole Investment Advisors held 1,188 shares of Walt Disney worth $201K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 57 Walt Disney shares in Q3 2021, an estimated $10.2K.
  • Walt Disney made up 0.08% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #127 holding.
  • Hochman Cole Investment Advisors first reported a position in Walt Disney in Q3 2019 and has held it in 4 quarters since.
  • Hochman Cole Investment Advisors's Walt Disney position peaked at $222K in Q4 2019.
  • 3,088 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.