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Axiom Investment Management’s HEICO Corp HEI Stock Holding History

Axiom 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
2022
Q4 		– Sell
-301
Closed -$43K – 228
2022
Q3 		$43K Buy
+301
New +$45.1K 0.09% 169

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Axiom Investment Management's HEI Position: Q4 2022 in Review

Axiom Investment Management sold out of HEICO Corp (HEI) in Q4 2022, closing a stake of 301 shares — an estimated $43K sold.

Axiom Investment Management first reported a position in HEI in Q3 2022 and held it in 1 quarter. The position peaked at $43K in Q3 2022. 451 funds tracked by Wall St. Rank hold HEI as of Q4 2022.

  • Axiom Investment Management reported no remaining HEICO Corp position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 301 HEICO Corp shares in Q4 2022, an estimated $43K.
  • Axiom Investment Management first reported a position in HEICO Corp in Q3 2022 and held it in 1 quarter.
  • Axiom Investment Management's HEICO Corp position peaked at $43K in Q3 2022.
  • 451 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.