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Hotaling Investment Management’s Blackrock BLK Stock Holding History

Hotaling Investment Management’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5.18M Buy
7,306
+37
+0.5% +$24.7K 2.34% 8
2022
Q3 		$4M Buy
7,269
+59
+0.8% +$38.6K 1.92% 9
2022
Q2 		$4.39M Buy
7,210
+60
+0.8% +$39.1K 1.91% 11
2022
Q1 		$5.46M Buy
7,150
+165
+2% +$129K 2.1% 7
2021
Q4 		$6.39M Buy
6,985
+106
+2% +$96.7K 2.22% 8
2021
Q3 		$5.77M Buy
6,879
+219
+3% +$196K 2.4% 5
2021
Q2 		$5.83M Sell
6,660
-29
-0.4% -$24.5K 2.37% 5
2021
Q1 		$5.04M Buy
6,689
+120
+2% +$87K 2.26% 7
2020
Q4 		$4.74M Sell
6,569
-42
-0.6% -$27.9K 2.21% 7
2020
Q3 		$3.73M Buy
6,611
+6
+0.1% +$3.42K 2.01% 10
2020
Q2 		$3.59M Sell
6,605
-363
-5% -$183K 2.07% 11
2020
Q1 		$3.07M Sell
6,968
-49
-0.7% -$24.1K 2.28% 10
2019
Q4 		$3.53M Buy
7,017
+742
+12% +$352K 2.02% 9
2019
Q3 		$2.8M Buy
6,275
+81
+1% +$36.1K 1.8% 17
2019
Q2 		$2.91M Buy
6,194
+716
+13% +$324K 1.87% 15
2019
Q1 		$2.34M Buy
5,478
+150
+3% +$62.9K 1.58% 19
2018
Q4 		$2.09M Buy
+5,328
New +$2.18M 1.7% 16

Other funds holding BLK

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hotaling Investment Management's BLK Position: Q4 2022 in Review

Hotaling Investment Management increased its Blackrock (BLK) stake by 0.51% in Q4 2022, buying an estimated $24.7K and bringing the position to 7,306 shares worth $5.18M. The position accounts for 2.34% of the portfolio, ranked #8.

Hotaling Investment Management first reported a position in BLK in Q4 2018 and has held it in 17 quarters since. The position peaked at $6.39M in Q4 2021. 1,825 funds tracked by Wall St. Rank hold BLK as of Q4 2022.

  • Hotaling Investment Management held 7,306 shares of Blackrock worth $5.18M as of Q4 2022.
  • Hotaling Investment Management bought 37 Blackrock shares in Q4 2022, an estimated $24.7K.
  • Blackrock made up 2.34% of Hotaling Investment Management's portfolio in Q4 2022, its #8 holding.
  • Hotaling Investment Management first reported a position in Blackrock in Q4 2018 and has held it in 17 quarters since.
  • Hotaling Investment Management's Blackrock position peaked at $6.39M in Q4 2021.
  • 1,825 funds tracked by Wall St. Rank held Blackrock as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.