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Hutchens Investment Management’s Walt Disney DIS Stock Holding History

Hutchens 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
2017
Q4 		$1.95M Buy
18,146
+955
+6% +$98.4K 1.84% 26
2017
Q3 		$1.69M Sell
17,191
-985
-5% -$101K 1.54% 34
2017
Q2 		$1.93M Sell
18,176
-25
-0.1% -$2.74K 1.67% 34
2017
Q1 		$2.06M Sell
18,201
-415
-2% -$45.7K 1.84% 30
2016
Q4 		$1.94M Buy
18,616
+13
+0.1% +$1.27K 2.02% 29
2016
Q3 		$1.73M Hold
18,603
– – 1.63% 35
2016
Q2 		$1.82M Sell
18,603
-1,400
-7% -$140K 1.75% 32
2016
Q1 		$1.99M Buy
20,003
+1
+0% +$97 1.99% 27
2015
Q4 		$2.1M Sell
20,002
-500
-2% -$55.7K 2.06% 24
2015
Q3 		$2.1M Buy
20,502
+101
+0.5% +$11K 2.21% 22
2015
Q2 		$2.33M Sell
20,401
-1,250
-6% -$137K 2.2% 19
2015
Q1 		$2.27M Sell
21,651
-48
-0.2% -$4.84K 2.09% 18
2014
Q4 		$2.04M Buy
+21,699
New +$1.96M 1.86% 20

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 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hutchens Investment Management's DIS Position: Q4 2017 in Review

Hutchens Investment Management increased its Walt Disney (DIS) stake by 5.6% in Q4 2017, buying an estimated $98.4K and bringing the position to 18,146 shares worth $1.95M. The position accounts for 1.84% of the portfolio, ranked #26.

Hutchens Investment Management first reported a position in DIS in Q4 2014 and has held it in 13 quarters since. The position peaked at $2.33M in Q2 2015. 2,107 funds tracked by Wall St. Rank hold DIS as of Q4 2017.

  • Hutchens Investment Management held 18,146 shares of Walt Disney worth $1.95M as of Q4 2017.
  • Hutchens Investment Management bought 955 Walt Disney shares in Q4 2017, an estimated $98.4K.
  • Walt Disney made up 1.84% of Hutchens Investment Management's portfolio in Q4 2017, its #26 holding.
  • Hutchens Investment Management first reported a position in Walt Disney in Q4 2014 and has held it in 13 quarters since.
  • Hutchens Investment Management's Walt Disney position peaked at $2.33M in Q2 2015.
  • 2,107 funds tracked by Wall St. Rank held Walt Disney as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.