Berman Capital Advisors’s HEICO Corp HEI Stock Holding History

Berman Capital Advisors’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
2021 Q3	$50K	Hold	381	–	–	0.01%	669
2021 Q2	$53K	Hold	381	–	–	0.01%	546
2021 Q1	$47K	Hold	381	–	–	0.01%	501
2020 Q4	$50K	Hold	381	–	–	0.01%	409
2020 Q3	$39K	Buy	381 +11	+3%	+$1.14K	0.01%	411
2020 Q2	$36K	Sell	370 -58	-14%	-$5.35K	0.01%	399
2020 Q1	$31K	Hold	428	–	–	0.01%	384
2019 Q4	$48K	Hold	428	–	–	0.01%	329
2019 Q3	$53K	Hold	428	–	–	0.02%	291
2019 Q2	$57K	Buy	428 +92	+27%	+$10.2K	0.02%	284
2019 Q1	$31K	Hold	336	–	–	0.01%	357
2018 Q4	$26K	Buy	+336	New	+$28K	0.01%	336

Other funds holding HEI

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Berman Capital Advisors's HEI Position: Q3 2021 in Review

Berman Capital Advisors held its HEICO Corp (HEI) position steady in Q3 2021 at 381 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #669.

Berman Capital Advisors first reported a position in HEI in Q4 2018 and has held it in 12 quarters since. The position peaked at $57K in Q2 2019. 401 funds tracked by Wall St. Rank hold HEI as of Q3 2021.

Berman Capital Advisors held 381 shares of HEICO Corp worth $50K as of Q3 2021.
Berman Capital Advisors left its HEICO Corp share count unchanged in Q3 2021.
HEICO Corp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #669 holding.
Berman Capital Advisors first reported a position in HEICO Corp in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's HEICO Corp position peaked at $57K in Q2 2019.
401 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.