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Hutchens & Kramer Investment Management Group’s Walt Disney DIS Stock Holding History

Hutchens & Kramer Investment Management Group’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
-2,212
Closed -$215K – 112
2022
Q3 		$215K Sell
2,212
-120
-5% -$12.8K 0.18% 81
2022
Q2 		$224K Sell
2,332
-89
-4% -$9.88K 0.17% 96
2022
Q1 		$332K Buy
2,421
+510
+27% +$73.7K 0.18% 83
2021
Q4 		$268K Buy
+1,911
New +$309K 0.17% 90

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

Hutchens & Kramer Investment Management Group's DIS Position: Q4 2022 in Review

Hutchens & Kramer Investment Management Group sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 2,212 shares — an estimated $215K sold.

Hutchens & Kramer Investment Management Group first reported a position in DIS in Q4 2021 and held it in 4 quarters. The position peaked at $332K in Q1 2022. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Hutchens & Kramer Investment Management Group reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 2,212 Walt Disney shares in Q4 2022, an estimated $215K.
  • Hutchens & Kramer Investment Management Group first reported a position in Walt Disney in Q4 2021 and held it in 4 quarters.
  • Hutchens & Kramer Investment Management Group's Walt Disney position peaked at $332K in Q1 2022.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q4 2022, filed 31 Jan 2023.