Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE INVESTORS MANAGEMENT CORP | 02-07-2024 | 12-31-2023 | 248 | 2,646,724,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | 101 | $7,397,000 | 30,117 | 0.28 | 0.26 | -24 | -0.08 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 102 | $7,203,000 | 16,489 | 0.27 | 0.29 | -1,108 | -6.30 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 103 | $7,198,000 | 20,183 | 0.27 | 0.25 | 3,271 | 19.34 | 12-31-2023 |
| EXACT SCIENCES CORP | COM | 104 | $7,180,000 | 97,048 | 0.27 | 0.31 | -12,098 | -11.08 | 12-31-2023 |
