Hotaling Investment Management, LLC

13F Portfolio Filings

Latest 13F report
Q4 2022 - Feb 14, 2023
Value $
$221M
Signature - Title
Jordan Green - Counsel
Location
100 West Lancaster Ave., Suite 105, Wayne, PA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 121 $221M +$16.1M -$5.71M +$10.4M AAPL, MSFT, GOOGL, JNJ, UNH 13F-HR 2/14/2023, 12:15 PM
Q3 2022 111 $208M +$17.7M -$9.99M +$7.76M AAPL, MSFT, AMZN, GOOGL, JNJ 13F-HR 11/14/2022, 12:40 PM
Q2 2022 121 $230M +$26.9M -$572K +$26.3M AAPL, MSFT, JNJ, GOOGL, AMZN 13F-HR 8/15/2022, 05:49 PM
Q1 2022 127 $260M +$28.2M -$15.6M +$12.6M AAPL, MSFT, AMZN, GOOGL, JNJ 13F-HR 4/22/2022, 09:46 AM
Q4 2021 132 $288M +$29.6M -$95.7K +$29.5M AAPL, MSFT, AMZN, GOOGL, JNJ 13F-HR 1/24/2022, 04:19 PM
Q3 2021 121 $241M +$9.67M -$14.9M -$5.26M AAPL, MSFT, AMZN, GOOGL, BLK 13F-HR 10/21/2021, 08:57 AM
Q2 2021 125 $246M +$13.6M -$9.79M +$3.83M AAPL, MSFT, AMZN, GOOGL, BLK 13F-HR 8/4/2021, 03:44 PM
Q1 2021 113 $223M +$19.4M -$20.6M -$1.15M AAPL, MSFT, AMZN, GOOGL, NXPI 13F-HR 5/10/2021, 05:54 PM
Q4 2020 113 $214M +$19.9M -$4.83M +$15.1M AAPL, MSFT, AMZN, GOOGL, V 13F-HR 1/22/2021, 10:22 AM
Q3 2020 106 $185M +$20.4M -$5.8M +$14.6M AAPL, MSFT, AMZN, GOOGL, META 13F-HR 11/4/2020, 09:37 AM
Q2 2020 105 $173M +$18.2M -$4.26M +$13.9M MSFT, AAPL, AMZN, GOOGL, JNJ 13F-HR 7/31/2020, 01:49 PM
Q1 2020 95 $134M +$12M -$3.51M +$8.45M MSFT, AAPL, AMZN, GOOGL, V 13F-HR 4/7/2020, 05:33 PM
Q4 2019 118 $174M +$14.1M -$972K +$13.1M AAPL, MSFT, AMZN, GOOGL, V 13F-HR 1/27/2020, 05:21 PM
Q3 2019 114 $156M +$10.2M -$2.54M +$7.71M MSFT, AAPL, AMZN, GOOGL, V 13F-HR 10/28/2019, 11:10 AM
Q2 2019 117 $156M +$5.05M -$3.18M +$1.86M MSFT, AAPL, AMZN, JNJ, V 13F-HR 8/8/2019, 12:03 PM
Q1 2019 120 $148M +$14.7M -$4.3M +$10.4M MSFT, AAPL, AMZN, JNJ, GOOGL 13F-HR 5/1/2019, 02:35 PM
Q4 2018 112 $123M MSFT, AAPL, AMZN, JNJ, GOOGL 13F-HR 1/16/2019, 04:44 PM