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HERITAGE INVESTORS MANAGEMENT CORP → MA
HERITAGE INVESTORS MANAGEMENT CORP MA Position History
Mastercard Incorporated • Services
Quarters held
5
Latest value
$69.4M
Q3 2026
Peak value
$73.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $73.4M |
| Q4 2025 | $73.2M |
| Q1 2026 | $64.5M |
| Q2 2026 | $66.5M |
| Q3 2026 | $69.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69.4M | 125.8K | — | — |
| Q2 2026 | $66.5M | 129.4K | — | — |
| Q1 2026 | $64.5M | 129.1K | — | — |
| Q4 2025 | $73.2M | 128.3K | — | — |
| Q3 2025 | $73.4M | 129.1K | — | — |