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Bickling Financial Services’s HEICO Corp HEI Stock Holding History

Bickling Financial Services’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 		$293K Buy
1,905
+1
+0.1% +$156 0.18% 90
2022
Q3 		$275K Hold
1,904
– – 0.19% 89
2022
Q2 		$250K Hold
1,904
– – 0.16% 103
2022
Q1 		$292K Buy
1,904
+2
+0.1% +$290 0.15% 102
2021
Q4 		$274K Hold
1,902
– – 0.13% 106
2021
Q3 		$251K Buy
1,902
+1
+0.1% +$132 0.13% 101
2021
Q2 		$265K Sell
1,901
-100
-5% -$13.8K 0.12% 108
2021
Q1 		$252K Buy
2,001
+1
+0.1% +$128 0.13% 98
2020
Q4 		$265K Buy
+2,000
New +$244K 0.16% 79

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

Bickling Financial Services's HEI Position: Q4 2022 in Review

Bickling Financial Services increased its HEICO Corp (HEI) stake by 0.05% in Q4 2022, buying an estimated $156 and bringing the position to 1,905 shares worth $293K. The position accounts for 0.18% of the portfolio, ranked #90.

Bickling Financial Services first reported a position in HEI in Q4 2020 and has held it in 9 quarters since. 452 funds tracked by Wall St. Rank hold HEI as of Q4 2022.

  • Bickling Financial Services held 1,905 shares of HEICO Corp worth $293K as of Q4 2022.
  • Bickling Financial Services bought 1 HEICO Corp share in Q4 2022, an estimated $156.
  • HEICO Corp made up 0.18% of Bickling Financial Services's portfolio in Q4 2022, its #90 holding.
  • Bickling Financial Services first reported a position in HEICO Corp in Q4 2020 and has held it in 9 quarters since.
  • 452 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.