Hotaling Investment Management, LLC Reduced Holdings in Q4 2022

Hotaling Investment Management, LLC

  • $221 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-10.6K
- 7.73%
$126.04 - $155.74 $1.34M - $1.65M
127K $16.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-113
- 0.16%
$81.82 - $121.09 $9.25K - $13.7K
69.7K $5.86M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.29K
- 14.23%
$109.1 - $249.44 $140K - $321K
7.75K $954K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-17.2K
- 28.84%
$44.81 - $47.29 $771K - $814K
42.5K $1.95M
RJF
Raymond James Financial Inc

Financial Services
-6.79K
- 25.1%
$98.06 - $123.98 $666K - $841K
20.3K $2.16M
NFLX
Netflix Inc

Communication Services
-3.07K
- 42.36%
$214.29 - $320.41 $659K - $985K
4.18K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
-2.5K
- 26.88%
$269.46 - $333.38 $674K - $834K
6.8K $2.15M
DLR
Digital Realty Trust, Inc.

Real Estate
-3.56K
- 29.59%
$89.68 - $112.43 $320K - $401K
8.48K $850K
INVH
Invitation Homes Inc.

Real Estate
-312
- 0.67%
$29.1 - $35.04 $9.08K - $10.9K
46.3K $1.37M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.55K
- 37.09%
$48.1 - $52.33 $123K - $133K
4.33K $216K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.06K
- 9.36%
$50.02 - $50.25 $52.9K - $53.2K
10.3K $514K
BRO
Brown & Brown, Inc.

Financial Services
-15
- 0.31%
$55.05 - $63.71 $826 - $956
4.75K $271K
ON
On Semiconductor Corp

Technology
-146
- 0.48%
$57.77 - $75.2 $8.43K - $11K
30.4K $1.9M
UCBI
United Community Banks Inc

Financial Services
-60
- 0.9%
$32.12 - $39.17 $1.93K - $2.35K
6.59K $223K
INTC
Intel Corp

Technology
-1
- 0.01%
$25.04 - $30.71 $25 - $30.7
10.7K $284K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-10
- 0.42%
$87.11 - $100.86 $871 - $1.01K
2.35K $214K
WCC
Wesco International Inc

Industrials
-15
- 0.74%
$116.47 - $140.3 $1.75K - $2.1K
2.02K $253K
LBAI
Lakeland Bancorp Inc

Financial Services
-50
- 0.48%
$15.93 - $18.92 $797 - $946
10.4K $182K
WELL
Welltower Inc.

Real Estate
-38
- 0.19%
$57.37 - $71.58 $2.18K - $2.72K
19.9K $1.31M
RTX
Raytheon Technologies Corp

Industrials
-18
- 0.73%
$82.59 - $101.0 $1.49K - $1.82K
2.44K $246K
T
At&T Inc.

Communication Services
-1
- 0.01%
$14.76 - $19.3 $14.8 - $19.3
15.3K $282K
SEDG
Solaredge Technologies, Inc.

Technology
-5
- 0.5%
$193.39 - $335.61 $967 - $1.68K
1K $284K
XYL
Xylem Inc.

Industrials
-10
- 0.4%
$86.2 - $114.96 $862 - $1.15K
2.51K $277K
PG
Procter & Gamble CO

Consumer Defensive
-33
- 1.3%
$123.76 - $153.95 $4.08K - $5.08K
2.51K $380K
SBUX
Starbucks Corp

Consumer Cyclical
-60
- 1.27%
$90.45 - $105.05 $5.43K - $6.3K
4.67K $463K
MSI
Motorola Solutions, Inc.

Technology
-33
- 1.31%
$213.28 - $272.65 $7.04K - $9K
2.49K $641K
UNP
Union Pacific Corp

Industrials
-13
- 0.17%
$186.45 - $218.02 $2.42K - $2.83K
7.59K $1.57M
ETN
Eaton Corp PLC

Industrials
-70
- 1.58%
$134.31 - $166.52 $9.4K - $11.7K
4.36K $684K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-56
- 0.19%
$46.5 - $57.29 $2.6K - $3.21K
28.8K $1.51M
NDAQ
Nasdaq, Inc.

Financial Services
-354
- 1.23%
$54.75 - $68.98 $19.4K - $24.4K
28.4K $1.74M
LLY
Eli Lilly & CO

Healthcare
-54
- 1.61%
$321.55 - $374.67 $17.4K - $20.2K
3.31K $1.21M
IBM
International Business Machines Corp

Technology
-135
- 2.04%
$117.75 - $150.62 $15.9K - $20.3K
6.5K $916K
ALL
Allstate Corp

Financial Services
-487
- 2.61%
$117.71 - $137.38 $57.3K - $66.9K
18.2K $2.46M
EMN
Eastman Chemical CO

Basic Materials
-9
- 0.06%
$71.78 - $89.49 $646 - $805
14.2K $1.16M
PWR
Quanta Services, Inc.

Industrials
-39
- 0.38%
$123.41 - $153.0 $4.81K - $5.97K
10.3K $1.46M
CAT
Caterpillar Inc

Industrials
-29
- 1.22%
$171.23 - $243.14 $4.97K - $7.05K
2.34K $561K
LH
Laboratory Corp Of America Holdings

Healthcare
-3
- 0.05%
$203.72 - $248.97 $611 - $747
6.32K $1.49M
KO
Coca Cola CO

Consumer Defensive
-5
- 0.02%
$54.39 - $64.37 $272 - $322
26.8K $1.7M
KMB
Kimberly Clark Corp

Consumer Defensive
-75
- 0.8%
$109.59 - $139.1 $8.22K - $10.4K
9.3K $1.26M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.17%
$1634.61 - $2085.44 $1.63K - $2.09K
595 $1.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-11
- 0.05%
$55.26 - $68.31 $608 - $751
23.6K $1.57M
LNW
Light & Wonder, Inc.

Consumer Cyclical
-172
- 0.87%
$53.47 - $65.95 $9.2K - $11.3K
19.7K $1.15M
EMR
Emerson Electric CO

Industrials
-12
- 0.07%
$75.54 - $98.1 $906 - $1.18K
16K $1.54M
PEP
Pepsico Inc

Consumer Defensive
-26
- 0.1%
$161.61 - $185.9 $4.2K - $4.83K
27.2K $4.91M
V
Visa Inc.

Financial Services
-49
- 0.26%
$179.14 - $217.69 $8.78K - $10.7K
18.5K $3.83M
JNJ
Johnson & Johnson

Healthcare
-55
- 0.13%
$160.2 - $179.79 $8.81K - $9.89K
43.5K $7.68M
CMI
Cummins Inc

Industrials
-39
- 0.21%
$209.59 - $251.44 $8.17K - $9.81K
18.9K $4.57M
MET
Metlife Inc

Financial Services
-74
- 0.12%
$62.62 - $76.95 $4.63K - $5.69K
63.6K $4.6M
HON
Honeywell International Inc

Industrials
-93
- 0.52%
$171.41 - $220.05 $15.9K - $20.5K
17.8K $3.81M
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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