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Altshuler Shaham’s HEICO Corp HEI Stock Holding History

Altshuler Shaham’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
Q2 		– Sell
-175
Closed -$29.9K – 351
2023
Q1 		$29.9K Sell
175
-38
-18% -$6.4K ﹤0.01% 278
2022
Q4 		$32.7K Sell
213
-32
-13% -$4.98K ﹤0.01% 296
2022
Q3 		$35K Sell
245
-13
-5% -$1.95K ﹤0.01% 289
2022
Q2 		$34K Buy
+258
New +$36.4K ﹤0.01% 301
2019
Q4 		– Sell
-129
Closed -$16K – 550
2019
Q3 		$16K Buy
+129
New +$17.6K ﹤0.01% 262

Other funds holding HEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return