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Chilton Capital Management’s HEICO Corp HEI Stock Holding History

Chilton Capital 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
Q3 		– Sell
-125
Closed -$16K – 381
2022
Q2 		$16K Buy
+125
New +$17.6K ﹤0.01% 415

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State Street
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Lazard Asset Management
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RP
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
FAM
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Chilton Capital Management's HEI Position: Q3 2022 in Review

Chilton Capital Management sold out of HEICO Corp (HEI) in Q3 2022, closing a stake of 125 shares — an estimated $16K sold.

Chilton Capital Management first reported a position in HEI in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 438 funds tracked by Wall St. Rank hold HEI as of Q3 2022.

  • Chilton Capital Management reported no remaining HEICO Corp position as of Q3 2022 after selling out during the quarter.
  • Chilton Capital Management sold 125 HEICO Corp shares in Q3 2022, an estimated $16K.
  • Chilton Capital Management first reported a position in HEICO Corp in Q2 2022 and held it in 1 quarter.
  • Chilton Capital Management's HEICO Corp position peaked at $16K in Q2 2022.
  • 438 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2022.

Based on Chilton Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.