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Hotaling Investment Management’s Walt Disney DIS Stock Holding History

Hotaling Investment Management’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
2020
Q3 		– Sell
-2,104
Closed -$235K – 109
2020
Q2 		$235K Buy
+2,104
New +$232K 0.14% 95
2020
Q1 		– Sell
-15,037
Closed -$2.17M – 104
2019
Q4 		$2.17M Buy
15,037
+143
+1% +$20K 1.25% 25
2019
Q3 		$1.94M Buy
14,894
+731
+5% +$101K 1.25% 27
2019
Q2 		$1.98M Buy
14,163
+129
+0.9% +$17.1K 1.27% 23
2019
Q1 		$1.56M Buy
14,034
+7,447
+113% +$832K 1.05% 30
2018
Q4 		$722K Buy
+6,587
New +$749K 0.59% 62

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotaling Investment Management's DIS Position: Q3 2020 in Review

Hotaling Investment Management sold out of Walt Disney (DIS) in Q3 2020, closing a stake of 2,104 shares — an estimated $235K sold.

Hotaling Investment Management first reported a position in DIS in Q4 2018 and held it in 6 quarters. The position peaked at $2.17M in Q4 2019. 2,710 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

  • Hotaling Investment Management reported no remaining Walt Disney position as of Q3 2020 after selling out during the quarter.
  • Hotaling Investment Management sold 2,104 Walt Disney shares in Q3 2020, an estimated $235K.
  • Hotaling Investment Management first reported a position in Walt Disney in Q4 2018 and held it in 6 quarters.
  • Hotaling Investment Management's Walt Disney position peaked at $2.17M in Q4 2019.
  • 2,710 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Hotaling Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.