AXS Investments’s HEICO Corp HEI Stock Holding History

AXS Investments’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 Q3	–	Sell	-365	Closed	-$64.6K	–	415
2023 Q2	$64.6K	Buy	+365	New	+$61.5K	0.02%	330

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AXS Investments's HEI Position: Q3 2023 in Review

AXS Investments sold out of HEICO Corp (HEI) in Q3 2023, closing a stake of 365 shares — an estimated $64.6K sold.

AXS Investments first reported a position in HEI in Q2 2023 and held it in 1 quarter. The position peaked at $64.6K in Q2 2023. 468 funds tracked by Wall St. Rank hold HEI as of Q3 2023.

AXS Investments reported no remaining HEICO Corp position as of Q3 2023 after selling out during the quarter.
AXS Investments sold 365 HEICO Corp shares in Q3 2023, an estimated $64.6K.
AXS Investments first reported a position in HEICO Corp in Q2 2023 and held it in 1 quarter.
AXS Investments's HEICO Corp position peaked at $64.6K in Q2 2023.
468 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.