$1.24 Billion is the total value of HERITAGE INVESTORS MANAGEMENT CORP's 153 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 6.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $34,807,000 | +19.9% | 374,546 | +592.5% | 2.81% | +14.7% |
| SLB | Sell | SCHLUMBERGER LTD | $27,607,000 | +15.8% | 234,061 | -4.2% | 2.23% | +10.8% |
| MDY | Sell | SPDR S& P MIDCAP 400 ETF TRut | $27,114,000 | +2.7% | 104,061 | -1.2% | 2.19% | -1.8% |
| GE | Sell | GENERAL ELECTRIC CO | $25,264,000 | +1.2% | 961,336 | -0.3% | 2.04% | -3.2% |
| MSFT | Sell | MICROSOFT CORP | $23,896,000 | -2.0% | 573,055 | -3.7% | 1.93% | -6.3% |
| INTC | Sell | INTEL CORP | $22,977,000 | +17.9% | 743,584 | -1.5% | 1.85% | +12.8% |
| MAR | Sell | MARRIOTT INTERNATIONAL INCcl a | $22,933,000 | +8.9% | 357,776 | -4.8% | 1.85% | +4.1% |
| XOM | Sell | EXXON MOBIL CORP | $22,891,000 | +0.3% | 227,365 | -2.7% | 1.85% | -4.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $22,467,000 | -0.8% | 123,941 | +5.4% | 1.81% | -5.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $21,812,000 | +5.6% | 229,915 | +0.2% | 1.76% | +1.0% |
| VB | Sell | VANGUARD INDEX FUNDSsmall cp etf | $21,650,000 | +2.5% | 184,855 | -1.1% | 1.75% | -1.9% |
| CAT | Sell | CATERPILLAR INC | $20,880,000 | +7.4% | 192,142 | -1.8% | 1.68% | +2.7% |
| DIS | Sell | DISNEY WALT CO | $20,003,000 | +2.5% | 233,299 | -4.3% | 1.61% | -2.0% |
| EFA | Sell | ISHARESmsci eafe etf | $19,821,000 | +1.6% | 289,907 | -0.2% | 1.60% | -2.9% |
| CSCO | Buy | CISCO SYSTEMS INC | $19,401,000 | +11.4% | 780,733 | +0.5% | 1.56% | +6.6% |
| MA | Buy | MASTERCARD INCcl a | $19,286,000 | +6.0% | 262,506 | +7.7% | 1.56% | +1.3% |
| APA | Buy | APACHE CORP | $18,131,000 | +23.5% | 180,197 | +1.8% | 1.46% | +18.1% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $18,007,000 | -1.4% | 155,976 | -0.3% | 1.45% | -5.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $17,969,000 | +2.8% | 171,753 | -3.4% | 1.45% | -1.6% |
| TROW | Buy | PRICE T ROWE GROUP INC | $17,848,000 | +3.7% | 211,440 | +1.2% | 1.44% | -0.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $17,676,000 | +3.7% | 361,245 | +0.9% | 1.42% | -0.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $17,401,000 | -2.7% | 301,993 | +2.6% | 1.40% | -6.9% |
| HD | Buy | HOME DEPOT INC | $16,925,000 | +4.1% | 209,048 | +1.7% | 1.36% | -0.4% |
| WMT | Buy | WAL-MART STORES INC | $16,923,000 | -1.0% | 225,434 | +0.8% | 1.36% | -5.3% |
| PEP | Sell | PEPSICO INC | $16,824,000 | +5.2% | 188,317 | -1.7% | 1.36% | +0.6% |
| EMC | Buy | E M C CORP | $16,356,000 | -0.9% | 620,973 | +3.1% | 1.32% | -5.2% |
| PCAR | Sell | PACCAR INC | $16,183,000 | -7.4% | 257,564 | -0.6% | 1.30% | -11.4% |
| CVX | Sell | CHEVRON CORP | $16,171,000 | +8.4% | 123,867 | -1.3% | 1.30% | +3.7% |
| T | Buy | AT& T INC | $16,161,000 | +1.8% | 457,030 | +1.0% | 1.30% | -2.6% |
| MCD | Sell | MCDONALDS CORP | $15,432,000 | +2.5% | 153,184 | -0.3% | 1.24% | -2.0% |
| YUM | Sell | YUM! BRANDS INC | $15,045,000 | +6.8% | 185,280 | -0.8% | 1.21% | +2.1% |
| AMGN | Buy | AMGEN INC | $14,372,000 | +3.1% | 121,416 | +7.5% | 1.16% | -1.4% |
| MRK | Sell | MERCK & CO INC | $14,144,000 | -1.5% | 244,493 | -3.4% | 1.14% | -5.8% |
| MON | Sell | MONSANTO CO | $14,064,000 | +8.6% | 112,746 | -0.9% | 1.13% | +3.8% |
| KO | Buy | COCA COLA CO | $13,873,000 | +10.0% | 327,496 | +0.4% | 1.12% | +5.3% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $13,310,000 | -1.2% | 301,755 | -2.8% | 1.07% | -5.5% |
| PG | Buy | PROCTER & GAMBLE CO | $13,293,000 | +0.3% | 169,143 | +2.9% | 1.07% | -4.0% |
| COP | Sell | CONOCOPHILLIPS | $13,097,000 | +19.0% | 152,776 | -2.4% | 1.06% | +13.8% |
| BA | Buy | BOEING CO | $12,990,000 | +4.7% | 102,102 | +3.3% | 1.05% | +0.2% |
| FLR | Buy | FLUOR CORP | $12,775,000 | +3.5% | 166,130 | +4.7% | 1.03% | -1.0% |
| AA | Sell | ALCOA INC | $12,744,000 | +12.8% | 855,847 | -2.5% | 1.03% | +7.9% |
| GOOGL | Buy | GOOGLE INCcl a | $12,684,000 | -44.3% | 21,694 | +6.2% | 1.02% | -46.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $12,613,000 | +5.1% | 149,608 | +2.0% | 1.02% | +0.5% |
| MO | Sell | ALTRIA GROUP INC | $12,332,000 | +9.4% | 294,043 | -2.4% | 1.00% | +4.6% |
| GOOG | New | GOOGLE INCcl c | $12,153,000 | – | 21,126 | +100.0% | 0.98% | – |
| NKE | Buy | NIKE INCcl b | $12,108,000 | +7.6% | 156,134 | +2.5% | 0.98% | +3.0% |
| PFE | Buy | PFIZER INC | $12,045,000 | -2.0% | 405,832 | +6.0% | 0.97% | -6.4% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $11,966,000 | -4.6% | 135,772 | -8.0% | 0.96% | -8.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC | $11,651,000 | +7.1% | 146,955 | +4.3% | 0.94% | +2.4% |
| DD | Sell | DU PONT E I DE NEMOURS & CO | $11,576,000 | -4.3% | 176,899 | -1.9% | 0.93% | -8.4% |
| MLM | Sell | MARTIN MARIETTA MATERIALS INC | $11,549,000 | -0.0% | 87,463 | -2.8% | 0.93% | -4.4% |
| MCK | Sell | MCKESSON CORP | $11,095,000 | +1.7% | 59,585 | -3.6% | 0.90% | -2.7% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $11,073,000 | +7.1% | 66,132 | +4.8% | 0.89% | +2.4% |
| WFC | Sell | WELLS FARGO & CO | $10,921,000 | +2.2% | 207,773 | -3.3% | 0.88% | -2.2% |
| CSX | Sell | CSX CORP | $10,711,000 | +5.1% | 347,643 | -1.2% | 0.86% | +0.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $10,624,000 | +7.1% | 103,485 | +1.6% | 0.86% | +2.4% |
| ZBH | Sell | ZIMMER HOLDINGS INC | $10,604,000 | +6.2% | 102,096 | -3.3% | 0.86% | +1.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX FDallwrld ex us | $10,324,000 | +4.4% | 197,440 | +0.5% | 0.83% | -0.1% |
| MMM | Sell | 3M CO | $9,937,000 | +2.7% | 69,372 | -2.8% | 0.80% | -1.8% |
| BAC | Buy | BANK OF AMERICA CORP | $9,484,000 | -6.4% | 617,039 | +4.7% | 0.76% | -10.4% |
| C | Buy | CITIGROUP INC | $9,302,000 | +5.7% | 197,501 | +6.8% | 0.75% | +1.1% |
| APD | Sell | AIR PRODUCTS & CHEMICALS INC | $9,220,000 | +5.8% | 71,684 | -2.0% | 0.74% | +1.4% |
| ZTS | Buy | ZOETIS INC | $9,216,000 | +21.0% | 285,580 | +8.5% | 0.74% | +15.7% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $8,905,000 | +1.7% | 86,435 | -4.1% | 0.72% | -2.7% |
| COF | Sell | CAPITAL ONE FINANCIAL CORP | $8,648,000 | +5.8% | 104,701 | -1.2% | 0.70% | +1.2% |
| FDX | Sell | FEDEX CORP | $8,355,000 | +13.7% | 55,190 | -0.4% | 0.67% | +8.9% |
| HPQ | Sell | HEWLETT PACKARD CO | $8,235,000 | +2.2% | 244,511 | -1.8% | 0.66% | -2.2% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDadr | $8,023,000 | -5.3% | 153,045 | -4.5% | 0.65% | -9.4% |
| MS | Buy | MORGAN STANLEY | $7,578,000 | +3.9% | 234,406 | +0.2% | 0.61% | -0.7% |
| HOG | Buy | HARLEY DAVIDSON INC | $7,250,000 | +6.5% | 103,794 | +1.5% | 0.58% | +1.9% |
| HON | Buy | HONEYWELL INTERNATIONAL INC | $7,143,000 | +0.6% | 76,847 | +0.4% | 0.58% | -3.8% |
| PSX | Buy | PHILLIPS 66 | $6,859,000 | +5.2% | 85,279 | +0.8% | 0.55% | +0.5% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $6,210,000 | +8.6% | 75,393 | -3.6% | 0.50% | +3.9% |
| QCOM | Buy | QUALCOMM INC | $6,147,000 | +2.0% | 77,613 | +1.6% | 0.50% | -2.4% |
| TM | Buy | TOYOTA MOTOR CORPspon adr | $6,113,000 | +17.2% | 51,084 | +10.6% | 0.49% | +12.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FDftse emr mkt | $6,003,000 | +8.9% | 139,187 | +2.5% | 0.48% | +4.1% |
| LB | Buy | L BRANDS INC | $5,885,000 | +8.0% | 100,325 | +4.5% | 0.48% | +3.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $5,783,000 | -6.2% | 35,979 | -4.8% | 0.47% | -10.4% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $5,162,000 | -5.9% | 106,406 | +0.8% | 0.42% | -10.0% |
| ESRX | Buy | EXPRESS SCRIPTS HOLDING CO | $5,121,000 | +14.1% | 73,869 | +23.5% | 0.41% | +9.0% |
| F | Buy | FORD MOTOR CO | $5,036,000 | +12.1% | 292,120 | +1.5% | 0.41% | +7.1% |
| NAVI | New | NAVIENT CORP | $4,931,000 | – | 278,444 | +100.0% | 0.40% | – |
| DOW | Sell | DOW CHEMICAL CO | $4,811,000 | -2.1% | 93,482 | -7.6% | 0.39% | -6.5% |
| PX | Buy | PRAXAIR INC | $4,776,000 | +1.5% | 35,953 | +0.0% | 0.38% | -3.0% |
| HMC | Buy | HONDA MOTOR CO LTDspon adr | $4,517,000 | +5.5% | 129,106 | +6.5% | 0.36% | +0.8% |
| MDT | Sell | MEDTRONIC INC | $4,507,000 | +2.6% | 70,681 | -1.0% | 0.36% | -1.9% |
| BAX | Buy | BAXTER INTERNATIONAL INC | $4,461,000 | -1.3% | 61,698 | +0.4% | 0.36% | -5.5% |
| GPS | Buy | GAP INC | $4,282,000 | +6.7% | 103,002 | +2.9% | 0.34% | +2.1% |
| CMCSA | Sell | COMCAST CORPcl a | $3,680,000 | +6.9% | 68,548 | -0.4% | 0.30% | +2.4% |
| IWM | Buy | ISHARESrussell 2000 etf | $3,672,000 | +2.6% | 30,904 | +0.5% | 0.30% | -2.0% |
| VO | Sell | VANGUARD INDEX FUNDSmid cap etf | $3,318,000 | +3.0% | 27,962 | -1.4% | 0.27% | -1.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INCcl b | $3,239,000 | +3.6% | 25,590 | +2.3% | 0.26% | -1.1% |
| BFB | Sell | BROWN FORMAN CORPcl b | $3,187,000 | -2.9% | 33,838 | -7.5% | 0.26% | -7.2% |
| LLY | Sell | LILLY ELI & CO | $3,090,000 | +2.1% | 49,703 | -3.4% | 0.25% | -2.4% |
| ABBV | Buy | ABBVIE INC | $3,091,000 | +10.7% | 54,771 | +0.8% | 0.25% | +6.0% |
| TGT | Buy | TARGET CORP | $3,042,000 | -0.7% | 52,487 | +3.7% | 0.24% | -5.0% |
| TWX | Sell | TIME WARNER INC | $2,989,000 | +6.9% | 42,546 | -0.6% | 0.24% | +2.1% |
| UNP | Buy | UNION PACIFIC CORP | $2,975,000 | -1.2% | 29,823 | +85.8% | 0.24% | -5.5% |
| MJN | Buy | MEAD JOHNSON NUTRITION CO | $2,812,000 | +12.5% | 30,176 | +0.4% | 0.23% | +7.6% |
| SLM | Buy | SLM CORP | $2,765,000 | -59.3% | 332,729 | +20.0% | 0.22% | -61.0% |
| BLK | Buy | BLACKROCK INC | $2,675,000 | +117.3% | 8,369 | +113.8% | 0.22% | +107.7% |
| DUK | Buy | DUKE ENERGY CORP | $2,679,000 | +9.2% | 36,110 | +4.8% | 0.22% | +4.3% |
| GHC | Buy | GRAHAM HOLDINGS COcl b | $2,114,000 | +4.0% | 2,944 | +2.0% | 0.17% | -0.6% |
| EPD | Sell | ENTERPRISE PRODUCTS PARTNERS L | $1,957,000 | -34.4% | 25,000 | -41.9% | 0.16% | -37.1% |
| GM | Buy | GENERAL MOTORS CO | $1,843,000 | +5.7% | 50,764 | +0.2% | 0.15% | +1.4% |
| BP | Sell | BP PLCspon adr | $1,834,000 | +9.2% | 34,773 | -0.4% | 0.15% | +4.2% |
| RTN | Sell | RAYTHEON CO | $1,722,000 | -8.0% | 18,665 | -1.5% | 0.14% | -12.0% |
| KATE | Sell | KATE SPADE & CO | $1,410,000 | +2.3% | 36,956 | -0.5% | 0.11% | -1.7% |
| DHR | Buy | DANAHER CORP | $1,363,000 | +6.7% | 17,314 | +1.6% | 0.11% | +1.9% |
| HSY | Buy | HERSHEY CO | $1,324,000 | -5.8% | 13,595 | +1.0% | 0.11% | -10.1% |
| WU | Sell | WESTERN UNION CO | $1,306,000 | -3.5% | 75,293 | -9.1% | 0.10% | -7.9% |
| DFS | Sell | DISCOVER FINANCIAL SERVICES | $1,123,000 | +5.0% | 18,113 | -1.5% | 0.09% | +1.1% |
| IWR | Sell | ISHARESrus mid-cap etf | $1,120,000 | +2.5% | 6,890 | -2.5% | 0.09% | -2.2% |
| ABT | Sell | ABBOTT LABORATORIES | $1,119,000 | +5.3% | 27,371 | -0.9% | 0.09% | 0.0% |
| M | Sell | MACYS INC | $1,075,000 | -9.1% | 18,532 | -7.0% | 0.09% | -13.0% |
| LLL | Sell | L-3 COMMUNICATIONS HLDGS INC | $973,000 | +1.7% | 8,060 | -0.5% | 0.08% | -3.7% |
| EEM | Buy | ISHARESmsci emg mkt etf | $935,000 | +5.8% | 21,620 | +0.3% | 0.08% | 0.0% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $929,000 | -7.7% | 72,772 | -2.2% | 0.08% | -11.8% |
| SO | Sell | SOUTHERN CO | $913,000 | -5.2% | 20,108 | -8.2% | 0.07% | -8.6% |
| STT | Buy | STATE STREET CORP | $899,000 | -2.3% | 13,360 | +0.9% | 0.07% | -6.4% |
| SPY | Buy | SPDR S& P 500 ETF TRtr unit | $827,000 | +5.9% | 4,225 | +1.2% | 0.07% | +1.5% |
| GCI | Sell | GANNETT INC | $810,000 | +9.0% | 25,855 | -4.0% | 0.06% | +3.2% |
| ACN | Buy | ACCENTURE PLC | $808,000 | +7.2% | 9,995 | +5.7% | 0.06% | +1.6% |
| KMB | Sell | KIMBERLY CLARK CORP | $744,000 | -1.7% | 6,689 | -2.5% | 0.06% | -6.2% |
| DIA | SPDR DOW JONES INDUST AVG ETFut | $705,000 | +2.2% | 4,200 | 0.0% | 0.06% | -1.7% | |
| LQD | Buy | ISHARESiboxx inv cp etf | $664,000 | +19.0% | 5,570 | +16.8% | 0.05% | +14.9% |
| EGBN | EAGLE BANCORP INC | $645,000 | -6.5% | 19,103 | 0.0% | 0.05% | -10.3% | |
| ETN | EATON CORP PLC | $585,000 | +2.8% | 7,580 | 0.0% | 0.05% | -2.1% | |
| NYT | Sell | NEW YORK TIMES COcl a | $574,000 | -12.5% | 37,738 | -1.6% | 0.05% | -16.4% |
| VV | Buy | VANGUARD INDEX FUNDSlarge cap etf | $516,000 | +7.3% | 5,736 | +2.7% | 0.04% | +2.4% |
| CMCSK | COMCAST CORPcl a spl | $520,000 | +9.2% | 9,750 | 0.0% | 0.04% | +5.0% | |
| BND | Sell | VANGUARD BOND INDEX FUNDtotal bond marke | $525,000 | -0.2% | 6,380 | -1.5% | 0.04% | -4.5% |
| FRT | Sell | FEDERAL REALTY INV TRUSTsh ben int | $493,000 | +3.6% | 4,075 | -1.8% | 0.04% | 0.0% |
| V | Buy | VISA INCcl a | $469,000 | +27.4% | 2,227 | +30.7% | 0.04% | +22.6% |
| GLD | SPDR GOLD TRUST | $460,000 | +3.6% | 3,595 | 0.0% | 0.04% | 0.0% | |
| CAG | Sell | CONAGRA FOODS INC | $444,000 | -6.7% | 14,955 | -2.6% | 0.04% | -10.0% |
| ED | Sell | CONSOLIDATED EDISON INC | $429,000 | +5.4% | 7,438 | -2.0% | 0.04% | +2.9% |
| AMZN | Buy | AMAZON.COM INC | $436,000 | +0.2% | 1,343 | +3.9% | 0.04% | -5.4% |
| FSP | FRANKLIN STREET PPTYS CORP | $354,000 | -0.3% | 28,139 | 0.0% | 0.03% | -3.3% | |
| ANF | Sell | ABERCROMBIE & FITCH COcl a | $332,000 | +8.9% | 7,679 | -3.2% | 0.03% | +3.8% |
| D | Sell | DOMINION RES INC VA | $330,000 | +0.3% | 4,608 | -0.6% | 0.03% | -3.6% |
| EMN | EASTMAN CHEMICAL CO | $282,000 | +1.4% | 3,224 | 0.0% | 0.02% | 0.0% | |
| HST | Sell | HOST HOTELS & RESORTS INC | $280,000 | +2.6% | 12,700 | -5.9% | 0.02% | 0.0% |
| L | Buy | LOEWS CORP | $285,000 | +25.0% | 6,487 | +25.1% | 0.02% | +21.1% |
| BIV | New | VANGUARD BOND INDEX FUNDintermed term | $288,000 | – | 3,400 | +100.0% | 0.02% | – |
| BBT | Sell | BB& T CORP | $276,000 | -4.5% | 7,000 | -2.8% | 0.02% | -8.3% |
| EMR | Sell | EMERSON ELECTRIC CO | $257,000 | -10.8% | 3,874 | -10.1% | 0.02% | -12.5% |
| POM | Sell | PEPCO HOLDINGS INC | $251,000 | +15.1% | 9,127 | -14.1% | 0.02% | +11.1% |
| A309PS | Sell | DIRECTV | $247,000 | +8.3% | 2,911 | -2.4% | 0.02% | +5.3% |
| QQQ | New | POWERSHARES QQQ SER 1tr unit | $208,000 | – | 2,219 | +100.0% | 0.02% | – |
| LBTYK | New | LIBERTY GLOBAL PLC SHAREScl c | $149,000 | – | 3,531 | +100.0% | 0.01% | – |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $111,000 | +11.0% | 1,280 | 0.0% | 0.01% | +12.5% | |
| LBTYA | New | LIBERTY GLOBAL PLC SHAREScl a | $57,000 | – | 1,277 | +100.0% | 0.01% | – |
| IQI | Exit | INVESCO QUALITY MUNI INC TR | $0 | – | -11,756 | -100.0% | -0.01% | – |
| BEAM | Exit | BEAM INC | $0 | – | -4,950 | -100.0% | -0.04% | – |
| EEP | Exit | ENBRIDGE ENERGY PARTNERScl a | $0 | – | -26,160 | -100.0% | -0.06% | – |
| WPZ | Exit | WILLIAMS PARTNERS LP | $0 | – | -19,600 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 6.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.4% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 2.8% |
| MARRIOTT INTL INC NEW | 42 | Q3 2023 | 2.3% |
| SPDR S&P MIDCAP 400 ETF TR | 42 | Q3 2023 | 2.2% |
| DISNEY WALT CO | 42 | Q3 2023 | 2.2% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 2.2% |
| HOME DEPOT INC | 42 | Q3 2023 | 2.0% |
| INTEL CORP | 42 | Q3 2023 | 2.2% |
| VANGUARD SMALL CAP ETF | 42 | Q3 2023 | 1.8% |
View HERITAGE INVESTORS MANAGEMENT CORP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-28 |
View HERITAGE INVESTORS MANAGEMENT CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.