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Hudson Edge Investment Partners’s Walt Disney DIS Stock Holding History

Hudson Edge Investment 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
2022
Q4 		– Sell
-7,381
Closed -$696K – 139
2022
Q3 		$696K Buy
7,381
+181
+3% +$19.4K 0.26% 66
2022
Q2 		$680K Buy
7,200
+200
+3% +$22.2K 0.25% 67
2022
Q1 		$960K Buy
7,000
+12
+0.2% +$1.74K 0.3% 62
2021
Q4 		$1.08M Buy
6,988
+18
+0.3% +$2.91K 0.34% 64
2021
Q3 		$1.18M Sell
6,970
-60
-0.9% -$10.7K 0.39% 58
2021
Q2 		$1.24M Buy
7,030
+7
+0.1% +$1.26K 0.39% 60
2021
Q1 		$1.3M Sell
7,023
-117
-2% -$21.6K 0.43% 58
2020
Q4 		$1.29M Sell
7,140
-3,192
-31% -$458K 0.46% 60
2020
Q3 		$1.28M Buy
10,332
+3,167
+44% +$396K 0.51% 60
2020
Q2 		$799K Sell
7,165
-100
-1% -$11K 0.26% 61
2020
Q1 		$702K Sell
7,265
-31,696
-81% -$4.01M 0.27% 59
2019
Q4 		$5.63M Sell
38,961
-14,066
-27% -$1.96M 1.48% 41
2019
Q3 		$6.91M Buy
53,027
+2,346
+5% +$324K 1.94% 12
2019
Q2 		$7.08M Sell
50,681
-12,867
-20% -$1.71M 2.06% 7
2019
Q1 		$7.06M Buy
63,548
+56,055
+748% +$6.27M 2.13% 7
2018
Q4 		$822K Hold
7,493
– – 0.25% 56
2018
Q3 		$876K Sell
7,493
-105
-1% -$11.7K 0.16% 60
2018
Q2 		$796K Buy
7,598
+775
+11% +$79.3K 0.15% 62
2018
Q1 		$685K Buy
6,823
+58
+0.9% +$6.16K 0.1% 64
2017
Q4 		$727K Buy
6,765
+600
+10% +$61.8K 0.1% 64
2017
Q3 		$608K Hold
6,165
– – 0.09% 76
2017
Q2 		$655K Buy
6,165
+768
+14% +$84.1K 0.09% 75
2017
Q1 		$612K Sell
5,397
-48
-0.9% -$5.29K 0.08% 80
2016
Q4 		$567K Buy
+5,445
New +$531K 0.08% 93

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
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

Hudson Edge Investment Partners's DIS Position: Q4 2022 in Review

Hudson Edge Investment Partners sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 7,381 shares — an estimated $696K sold.

Hudson Edge Investment Partners first reported a position in DIS in Q4 2016 and held it in 24 quarters. The position peaked at $7.08M in Q2 2019. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Hudson Edge Investment Partners reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 7,381 Walt Disney shares in Q4 2022, an estimated $696K.
  • Hudson Edge Investment Partners first reported a position in Walt Disney in Q4 2016 and held it in 24 quarters.
  • Hudson Edge Investment Partners's Walt Disney position peaked at $7.08M in Q2 2019.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Hudson Edge Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.