HIM
WCC

Hotaling Investment Management’s WESCO International WCC Stock Holding History

Hotaling Investment Management’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$253K Sell
2,021
-15
-0.7% -$1.89K 0.11% 99
2022
Q3 		$243K Buy
2,036
+8
+0.4% +$1K 0.12% 97
2022
Q2 		$217K Buy
2,028
+47
+2% +$5.79K 0.09% 114
2022
Q1 		$258K Buy
1,981
+74
+4% +$9.27K 0.1% 108
2021
Q4 		$251K Buy
1,907
+49
+3% +$6.27K 0.09% 123
2021
Q3 		$214K Buy
+1,858
New +$205K 0.09% 114

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Hotaling Investment Management reduced its WESCO International (WCC) stake by 0.74% in Q4 2022, selling an estimated $1.89K and leaving 2,021 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #99.

Hotaling Investment Management first reported a position in WCC in Q3 2021 and has held it in 6 quarters since. The position peaked at $258K in Q1 2022. 375 funds tracked by Wall St. Rank hold WCC as of Q4 2022.

  • Hotaling Investment Management held 2,021 shares of WESCO International worth $253K as of Q4 2022.
  • Hotaling Investment Management sold 15 WESCO International shares in Q4 2022, an estimated $1.89K.
  • WESCO International made up 0.11% of Hotaling Investment Management's portfolio in Q4 2022, its #99 holding.
  • Hotaling Investment Management first reported a position in WESCO International in Q3 2021 and has held it in 6 quarters since.
  • Hotaling Investment Management's WESCO International position peaked at $258K in Q1 2022.
  • 375 funds tracked by Wall St. Rank held WESCO International as of Q4 2022.

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