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Bruderman Asset Management’s HEICO Corp HEI Stock Holding History

Bruderman 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
2022
Q2 		– Sell
-1,571
Closed -$241K – 67
2022
Q1 		$241K Buy
1,571
+1
+0.1% +$145 0.36% 62
2021
Q4 		$226K Hold
1,570
– – 0.17% 93
2021
Q3 		$207K Buy
1,570
+1
+0.1% +$132 0.05% 121
2021
Q2 		$219K Buy
+1,569
New +$216K 0.07% 82
2021
Q1 		– Sell
-2,349
Closed -$311K – 121
2020
Q4 		$311K Hold
2,349
– – 0.09% 88
2020
Q3 		$246K Buy
2,349
+1
+0% +$103 0.08% 86
2020
Q2 		$237K Buy
+2,348
New +$217K 0.08% 85
2020
Q1 		– Sell
-2,347
Closed -$281K – 91
2019
Q4 		$281K Sell
2,347
-219,612
-99% -$27M 0.09% 86
2019
Q3 		$27M Sell
221,959
-999
-0.4% -$137K 6.82% 1
2019
Q2 		$29.8M Sell
222,958
-13,391
-6% -$1.49M 7.04% 1
2019
Q1 		$22.4M Sell
236,349
-482
-0.2% -$42K 4.92% 1
2018
Q4 		$18.4M Buy
236,831
+57,726
+32% +$4.81M 4.73% 1
2018
Q3 		$16.6M Buy
179,105
+1
+0% +$82 3.81% 2
2018
Q2 		$13.1M Hold
179,104
– – 3.18% 6
2018
Q1 		$12.4M Buy
+179,104
New +$11.7M 2.98% 8

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bruderman Asset Management's HEI Position: Q2 2022 in Review

Bruderman Asset Management sold out of HEICO Corp (HEI) in Q2 2022, closing a stake of 1,571 shares — an estimated $241K sold.

Bruderman Asset Management first reported a position in HEI in Q1 2018 and held it in 15 quarters. The position peaked at $29.8M in Q2 2019. 417 funds tracked by Wall St. Rank hold HEI as of Q2 2022.

  • Bruderman Asset Management reported no remaining HEICO Corp position as of Q2 2022 after selling out during the quarter.
  • Bruderman Asset Management sold 1,571 HEICO Corp shares in Q2 2022, an estimated $241K.
  • Bruderman Asset Management first reported a position in HEICO Corp in Q1 2018 and held it in 15 quarters.
  • Bruderman Asset Management's HEICO Corp position peaked at $29.8M in Q2 2019.
  • 417 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.