Hotaling Investment Management, LLC Purchases in Q4 2022

Hotaling Investment Management, LLC

  • $221 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
36.2K
New
$57.31 - $79.19 $2.08M - $2.87M
36.2K $2.55M
BMY
Bristol Myers Squibb CO

Healthcare
26.4K
+ 136.33%
$68.48 - $81.09 $1.81M - $2.14M
45.8K $3.29M
JPM
Jpmorgan Chase & CO

Financial Services
12.5K
+ 167.87%
$101.96 - $137.84 $1.27M - $1.72M
19.9K $2.67M
A
Agilent Technologies, Inc.

Healthcare
10.6K
New
$125.64 - $157.68 $1.34M - $1.68M
10.6K $1.59M
BLK
Black Rock Inc.

Financial Services
37
+ 0.51%
$530.32 - $774.75 $19.6K - $28.7K
7.31K $5.18M
AVGO
Broadcom Inc.

Technology
1.87K
+ 196.43%
$427.1 - $574.44 $800K - $1.08M
2.83K $1.58M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.54K
New
$705.89 - $766.39 $1.09M - $1.18M
1.54K $1.11M
MSCI
Msci Inc.

Financial Services
1.92K
New
$388.72 - $521.76 $744K - $999K
1.92K $891K
ABBV
Abb Vie Inc.

Healthcare
75
+ 0.32%
$138.31 - $165.87 $10.4K - $12.4K
23.6K $3.81M
MRK
Merck & Co., Inc.

Healthcare
75
+ 0.32%
$87.44 - $112.11 $6.56K - $8.41K
23.8K $2.64M
TT
Trane Technologies PLC

Industrials
45
+ 0.2%
$140.26 - $179.59 $6.31K - $8.08K
22.5K $3.79M
Gsk PLC
14K
New
N/A
14K $492K
DTE
Dte Energy CO

Utilities
3.52K
+ 33.39%
$104.5 - $120.59 $368K - $424K
14K $1.65M
NEE
Nextera Energy Inc

Utilities
1.02K
+ 1.58%
$70.64 - $87.15 $72.3K - $89.2K
65.7K $5.49M
MSFT
Microsoft Corp

Technology
93
+ 0.17%
$214.25 - $257.22 $19.9K - $23.9K
55.9K $13.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.05K
New
$357.63 - $407.42 $375K - $427K
1.05K $401K
UNH
Unitedhealth Group Inc

Healthcare
105
+ 0.89%
$498.86 - $555.15 $52.4K - $58.3K
11.9K $6.32M
EL
Estee Lauder Companies Inc

Consumer Defensive
62
+ 0.65%
$189.96 - $249.81 $11.8K - $15.5K
9.63K $2.39M
MAR
Marriott International Inc

Consumer Cyclical
244
+ 0.95%
$138.4 - $165.63 $33.8K - $40.4K
25.9K $3.86M
HOLX
Hologic Inc

Healthcare
250
+ 1.08%
$61.6 - $76.99 $15.4K - $19.2K
23.4K $1.75M
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.4K
New
$40.06 - $59.44 $176K - $261K
4.4K $250K
USRT
Ishares Core U.S. Reit ETF

ETFs
4.8K
New
$45.62 - $52.68 $219K - $253K
4.8K $237K
EHC
Encompass Health Corp

Healthcare
3.77K
New
$47.0 - $59.82 $177K - $225K
3.77K $225K
PNC
Pnc Financial Services Group, Inc.

Financial Services
223
+ 1.01%
$146.0 - $168.12 $32.6K - $37.5K
22.3K $3.52M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
6.29K
New
$24.97 - $34.88 $157K - $220K
6.29K $216K
GOOGL
Alphabet Inc.

Communication Services
9.07K
+ 11.53%
$83.43 - $104.48 $757K - $948K
87.8K $7.74M
AXP
American Express CO

Financial Services
122
+ 0.79%
$136.81 - $157.67 $16.7K - $19.2K
15.5K $2.3M
UTHR
United Therapeutics Corp

Healthcare
766
New
$205.95 - $280.43 $158K - $215K
766 $213K
SIGI
Selective Insurance Group Inc

Financial Services
2.38K
New
$83.44 - $98.08 $199K - $234K
2.38K $211K
NVS
Novartis Ag

Healthcare
2.32K
New
$75.55 - $92.52 $175K - $214K
2.32K $210K
POR
Portland General Electric CO

Utilities
4.25K
New
$42.17 - $49.91 $179K - $212K
4.25K $208K
MKC
Mccormick & CO Inc

Consumer Defensive
2.49K
New
$72.41 - $86.6 $180K - $216K
2.49K $206K
JNPR
Juniper Networks Inc

Technology
6.45K
New
$25.81 - $33.27 $166K - $215K
6.45K $206K
MYRG
Myr Group Inc.

Industrials
2.23K
New
$80.28 - $97.47 $179K - $217K
2.23K $205K
SJM
J M Smucker CO

Consumer Defensive
1.26K
New
$137.59 - $159.85 $174K - $202K
1.26K $200K
PLD
Prologis, Inc.

Real Estate
56
+ 0.37%
$98.9 - $121.55 $5.54K - $6.81K
15.2K $1.72M
XEL
Xcel Energy Inc

Utilities
338
+ 1.75%
$58.86 - $71.6 $19.9K - $24.2K
19.7K $1.38M
FR
First Industrial Realty Trust Inc

Real Estate
456
+ 1.31%
$43.82 - $50.7 $20K - $23.1K
35.4K $1.71M
AEP
American Electric Power CO Inc

Utilities
66
+ 0.42%
$82.99 - $98.62 $5.48K - $6.51K
15.9K $1.51M
HLN
Haleon PLC

Healthcare
17.5K
New
$5.96 - $8.06 $104K - $141K
17.5K $140K
ACN
Accenture PLC

Technology
51
+ 0.39%
$252.72 - $302.91 $12.9K - $15.4K
13.1K $3.49M
HBAN
Huntington Bancshares Inc

Financial Services
1.46K
+ 1.78%
$12.98 - $15.59 $19K - $22.8K
83.5K $1.18M
DHR
Danaher Corp

Healthcare
4
+ 0.04%
$241.42 - $282.29 $966 - $1.13K
10.5K $2.78M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
94
+ 1.07%
$129.24 - $155.61 $12.1K - $14.6K
8.86K $1.29M
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 0.08%
$165.37 - $186.14 $827 - $931
6.1K $1.08M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
26
+ 0.42%
$285.76 - $321.48 $7.43K - $8.36K
6.2K $1.79M
AMT
American Tower Corp

Real Estate
47
+ 0.32%
$185.4 - $223.6 $8.71K - $10.5K
14.6K $3.1M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 1.0%
$452.99 - $539.25 $16.8K - $20K
3.76K $1.71M
CPT
Camden Property Trust

Real Estate
8
+ 0.06%
$109.2 - $123.14 $874 - $985
12.9K $1.45M
Activity Summary
Buys All Purchases 51 New Holdings 19 Increased Positions 32 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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