Hotaling Investment Management’s Portland General Electric POR Stock Holding History

Hotaling Investment Management’s Portfolio POR Stock Details POR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$208K	Buy	+4,245	New	+$197K	0.09%	114

Other funds holding POR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Hotaling Investment Management opened a new position in Portland General Electric (POR) in Q4 2022: 4,245 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #114 among its holdings.

390 funds tracked by Wall St. Rank hold POR as of Q4 2022.

Hotaling Investment Management held 4,245 shares of Portland General Electric worth $208K as of Q4 2022.
Portland General Electric was a new Hotaling Investment Management position in Q4 2022.
Portland General Electric made up 0.09% of Hotaling Investment Management's portfolio in Q4 2022, its #114 holding.
390 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2022.

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