AS
HEI icon

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 – 349
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 – 547
2019
Q3 		$16K Buy
+129
New +$17.6K ﹤0.01% 262

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Altshuler Shaham's HEI Position: Q2 2023 in Review

Altshuler Shaham sold out of HEICO Corp (HEI) in Q2 2023, closing a stake of 175 shares — an estimated $29.9K sold.

Altshuler Shaham first reported a position in HEI in Q3 2019 and held it in 5 quarters. The position peaked at $35K in Q3 2022. 473 funds tracked by Wall St. Rank hold HEI as of Q2 2023.

  • Altshuler Shaham reported no remaining HEICO Corp position as of Q2 2023 after selling out during the quarter.
  • Altshuler Shaham sold 175 HEICO Corp shares in Q2 2023, an estimated $29.9K.
  • Altshuler Shaham first reported a position in HEICO Corp in Q3 2019 and held it in 5 quarters.
  • Altshuler Shaham's HEICO Corp position peaked at $35K in Q3 2022.
  • 473 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.