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Belpointe Asset Management’s HEICO Corp HEI Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-4,215
Closed -$1.08M – 968
2024
Q4 		$1.08M Buy
4,215
+2,079
+97% +$539K 0.07% 293
2024
Q3 		$559K Sell
2,136
-1,910
-47% -$462K 0.03% 476
2024
Q2 		$905K Buy
4,046
+1,990
+97% +$420K 0.06% 298
2024
Q1 		$393K Buy
+2,056
New +$382K 0.03% 502
2023
Q2 		– Sell
-294
Closed -$50.3K – 1739
2023
Q1 		$50.3K Buy
294
+40
+16% +$6.74K ﹤0.01% 1692
2022
Q4 		$39.1K Buy
+254
New +$39.5K ﹤0.01% 1755
2022
Q2 		– Sell
-957
Closed -$147K – 1191
2022
Q1 		$147K Buy
+957
New +$139K 0.01% 1049

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return