BerganKDV Wealth Management’s HEICO Corp HEI Stock Holding History

BerganKDV Wealth 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 Q1	–	Sell	-28	Closed	-$4K	–	1038
2021 Q4	$4K	Buy	+28	New	+$3.95K	﹤0.01%	813
2020 Q2	–	Sell	-241	Closed	-$18K	–	1009
2020 Q1	$18K	Hold	241	–	–	﹤0.01%	432
2019 Q4	$28K	Hold	241	–	–	0.01%	404
2019 Q3	$30K	Hold	241	–	–	0.01%	386
2019 Q2	$32K	Hold	241	–	–	0.01%	370
2019 Q1	$23K	Sell	241 -96	-28%	-$8.37K	﹤0.01%	418
2018 Q4	$26K	Hold	337	–	–	0.01%	367
2018 Q3	$31K	Hold	337	–	–	0.01%	369
2018 Q2	$25K	Buy	+337	New	+$24.5K	0.01%	399

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

BerganKDV Wealth Management's HEI Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of HEICO Corp (HEI) in Q1 2022, closing a stake of 28 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in HEI in Q2 2018 and held it in 9 quarters. The position peaked at $32K in Q2 2019. 435 funds tracked by Wall St. Rank hold HEI as of Q1 2022.

BerganKDV Wealth Management reported no remaining HEICO Corp position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 28 HEICO Corp shares in Q1 2022, an estimated $4K.
BerganKDV Wealth Management first reported a position in HEICO Corp in Q2 2018 and held it in 9 quarters.
BerganKDV Wealth Management's HEICO Corp position peaked at $32K in Q2 2019.
435 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.