AIM
HEI icon

Achmea Investment Management’s HEICO Corp HEI Stock Holding History

Achmea Investment Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,084
Closed -$2.89M – 639
2022
Q4 		$2.89M Sell
20,084
-680
-3% -$106K 0.1% 232
2022
Q3 		$2.99M Sell
20,764
-113
-0.5% -$16.9K 0.11% 211
2022
Q2 		$2.74M Hold
20,877
– – 0.09% 238
2022
Q1 		$3.21M Buy
20,877
+1,393
+7% +$202K 0.08% 255
2021
Q4 		$2.81M Sell
19,484
-13,545
-41% -$1.91M 0.13% 155
2021
Q3 		$4.36M Buy
33,029
+680
+2% +$89.5K 0.13% 213
2021
Q2 		$4.51M Hold
32,349
– – 0.15% 181
2021
Q1 		$4.07M Hold
32,349
– – 0.14% 194
2020
Q4 		$4.28M Buy
32,349
+15,229
+89% +$1.86M 0.15% 173
2020
Q3 		$1.79M Buy
+17,120
New +$1.77M 0.07% 277
2020
Q1 		– Sell
-21,828
Closed -$2.49M – 380
2019
Q4 		$2.49M Hold
21,828
– – 0.1% 222
2019
Q3 		$2.73M Buy
21,828
+5,643
+35% +$771K 0.11% 211
2019
Q2 		$2.17M Buy
+16,185
New +$1.8M 0.08% 261

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Achmea Investment Management's HEI Position: Q1 2023 in Review

Achmea Investment Management sold out of HEICO Corp (HEI) in Q1 2023, closing a stake of 20,084 shares — an estimated $2.89M sold.

Achmea Investment Management first reported a position in HEI in Q2 2019 and held it in 13 quarters. The position peaked at $4.51M in Q2 2021. 458 funds tracked by Wall St. Rank hold HEI as of Q1 2023.

  • Achmea Investment Management reported no remaining HEICO Corp position as of Q1 2023 after selling out during the quarter.
  • Achmea Investment Management sold 20,084 HEICO Corp shares in Q1 2023, an estimated $2.89M.
  • Achmea Investment Management first reported a position in HEICO Corp in Q2 2019 and held it in 13 quarters.
  • Achmea Investment Management's HEICO Corp position peaked at $4.51M in Q2 2021.
  • 458 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2023.

Based on Achmea Investment Management's 13F filing for Q1 2023, filed 4 May 2023.