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MacNealy Hoover Investment Management’s Walt Disney DIS Stock Holding History

MacNealy Hoover 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
2019
Q3 		$1.98M Sell
15,159
-14
-0.1% -$1.94K 1.6% 26
2019
Q2 		$2.12M Sell
15,173
-330
-2% -$43.8K 1.6% 25
2019
Q1 		$1.72M Buy
15,503
+239
+2% +$26.7K 1.33% 28
2018
Q4 		$1.67M Sell
15,264
-613
-4% -$69.7K 1.45% 27
2018
Q3 		$1.86M Hold
15,877
– – 1.36% 24
2018
Q2 		$1.66M Hold
15,877
– – 1.29% 30
2018
Q1 		$1.59M Sell
15,877
-273
-2% -$29K 1.27% 32
2017
Q4 		$1.74M Sell
16,150
-485
-3% -$50K 1.25% 33
2017
Q3 		$1.64M Buy
16,635
+102
+0.6% +$10.5K 1.18% 34
2017
Q2 		$1.76M Sell
16,533
-97
-0.6% -$10.6K 1.33% 27
2017
Q1 		$1.89M Buy
16,630
+16
+0.1% +$1.76K 1.44% 23
2016
Q4 		$1.73M Buy
16,614
+255
+2% +$24.9K 1.33% 25
2016
Q3 		$1.52M Sell
16,359
-250
-2% -$23.9K 1.22% 30
2016
Q2 		$1.63M Sell
16,609
-400
-2% -$40K 1.31% 26
2016
Q1 		$1.69M Buy
17,009
+85
+0.5% +$8.21K 1.37% 23
2015
Q4 		$1.78M Sell
16,924
-300
-2% -$33.4K 1.49% 19
2015
Q3 		$1.76M Sell
17,224
-20
-0.1% -$2.18K 1.58% 19
2015
Q2 		$1.97M Sell
17,244
-185
-1% -$20.3K 1.61% 19
2015
Q1 		$1.83M Sell
17,429
-100
-0.6% -$10.1K 1.59% 21
2014
Q4 		$1.65M Sell
17,529
-200
-1% -$18K 1.41% 28
2014
Q3 		$1.58M Sell
17,729
-300
-2% -$26.5K 1.39% 29
2014
Q2 		$1.55M Hold
18,029
– – 1.35% 30
2014
Q1 		$1.44M Sell
18,029
-150
-0.8% -$11.6K 1.29% 30
2013
Q4 		$1.39M Buy
+18,179
New +$1.26M 1.29% 30

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MacNealy Hoover Investment Management's DIS Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its Walt Disney (DIS) stake by 0.09% in Q3 2019, selling an estimated $1.94K and leaving 15,159 shares worth $1.98M. The position accounts for 1.6% of the portfolio, ranked #26.

MacNealy Hoover Investment Management first reported a position in DIS in Q4 2013 and has held it in 24 quarters since. The position peaked at $2.12M in Q2 2019. 2,550 funds tracked by Wall St. Rank hold DIS as of Q3 2019.

  • MacNealy Hoover Investment Management held 15,159 shares of Walt Disney worth $1.98M as of Q3 2019.
  • MacNealy Hoover Investment Management sold 14 Walt Disney shares in Q3 2019, an estimated $1.94K.
  • Walt Disney made up 1.6% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #26 holding.
  • MacNealy Hoover Investment Management first reported a position in Walt Disney in Q4 2013 and has held it in 24 quarters since.
  • MacNealy Hoover Investment Management's Walt Disney position peaked at $2.12M in Q2 2019.
  • 2,550 funds tracked by Wall St. Rank held Walt Disney as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.