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Hoese & Co’s Walt Disney DIS Stock Holding History

Hoese & Co’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
-20
Closed -$1.92K – 181
2024
Q3 		$1.92K Hold
20
– – ﹤0.01% 168
2024
Q2 		$2.08K Buy
+20
New +$2.15K ﹤0.01% 143
2024
Q1 		– Sell
-3,938
Closed -$365K – 143
2023
Q4 		$365K Sell
3,938
-80
-2% -$7.05K 0.36% 25
2023
Q3 		$326K Hold
4,018
– – 0.33% 28
2023
Q2 		$359K Sell
4,018
-80
-2% -$7.58K 0.34% 29
2023
Q1 		$408K Sell
4,098
-325
-7% -$32.8K 0.46% 25
2022
Q4 		$433K Sell
4,423
-14
-0.3% -$1.34K 0.46% 28
2022
Q3 		$419K Sell
4,437
-800
-15% -$85.6K 0.49% 24
2022
Q2 		$494K Sell
5,237
-860
-14% -$95.5K 0.55% 28
2022
Q1 		$836K Sell
6,097
-230
-4% -$33.3K 0.86% 21
2021
Q4 		$980K Buy
6,327
+88
+1% +$14.2K 0.97% 18
2021
Q3 		$1.05M Sell
6,239
-235
-4% -$41.9K 1.14% 17
2021
Q2 		$1.14M Buy
6,474
+494
+8% +$88.8K 1.28% 17
2021
Q1 		$1.1M Buy
+5,980
New +$1.1M 1.36% 17

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 $1.88B AUM 29.07% 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

Hoese & Co's DIS Position: Q4 2024 in Review

Hoese & Co sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 20 shares — an estimated $1.92K sold.

Hoese & Co first reported a position in DIS in Q1 2021 and held it in 14 quarters. The position peaked at $1.14M in Q2 2021. 3,238 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Hoese & Co reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Hoese & Co sold 20 Walt Disney shares in Q4 2024, an estimated $1.92K.
  • Hoese & Co first reported a position in Walt Disney in Q1 2021 and held it in 14 quarters.
  • Hoese & Co's Walt Disney position peaked at $1.14M in Q2 2021.
  • 3,238 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.