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Company Main View
Name:
Heritage Investment Group Inc.
City:
POMPANO BEACH
State:
FL
Zip:
33062
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$485,864,000
Total Value Change :
$36,889,000
Securities Held Change :
6
All Securities Held :
103
New Positions
:
10
Closed Positions
:
4
Increased Positions
:
30
Unchanged Positions
:
33
Decreased Positions
:
30
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
FDX
Fedex Corp
106
Closed
$265.73
$0
0
0%
-202,000
-800
0
AirDelivery & Freight...
WING
Wingstop Inc.
105
Closed
$390.02
$0
0
0%
-205,000
-800
0
N/A
HON
Honeywell International Inc
104
Closed
$202.92
$0
0
0%
-219,000
-1,046
0
Conglomerates
TSLA
Tesla Motors Inc
107
Closed
$177.81
$0
0
0%
-518,000
-2,086
0
Auto Manufacturers
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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