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Caldwell Trust’s HEICO Corp HEI Stock Holding History

Caldwell Trust’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
Q3 		– Sell
-125
Closed -$16.4K – 734
2022
Q2 		$16.4K Hold
125
– – ﹤0.01% 565
2022
Q1 		$19.2K Hold
125
– – ﹤0.01% 573
2021
Q4 		$18K Hold
125
– – ﹤0.01% 581
2021
Q3 		$16.5K Hold
125
– – ﹤0.01% 583
2021
Q2 		$17.4K Hold
125
– – ﹤0.01% 584
2021
Q1 		$15.7K Hold
125
– – ﹤0.01% 583
2020
Q4 		$16.6K Hold
125
– – ﹤0.01% 570
2020
Q3 		$13.1K Sell
125
-58
-32% -$5.99K ﹤0.01% 581
2020
Q2 		$18.2K Hold
183
– – ﹤0.01% 558
2020
Q1 		$13.7K Buy
183
+125
+216% +$13.7K ﹤0.01% 594
2019
Q4 		$6.62K Buy
+58
New +$7.14K ﹤0.01% 719

Other funds holding HEI

BlackRock
BlackRock New York $5.7T 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 $60.7B 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return