Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE INVESTORS MANAGEMENT CORP | 07-30-2024 | 06-30-2024 | 252 | 2,863,204,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 51 | $18,617,000 | 112,880 | 0.65 | 0.70 | 4,003 | 3.68 | 06-30-2024 |
| SERVICENOW INC | COM | 52 | $18,276,000 | 23,232 | 0.64 | 0.55 | 2,504 | 12.08 | 06-30-2024 |
| CSX CORP | COM | 53 | $17,776,000 | 531,414 | 0.62 | 0.71 | -12,862 | -2.36 | 06-30-2024 |
| PACCAR INC | COM | 54 | $17,708,000 | 172,026 | 0.62 | 0.66 | -8,196 | -4.55 | 06-30-2024 |
