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Desjardins Global Asset Management’s HEICO Corp HEI Stock Holding History

Desjardins Global 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
2023
Q4 		$230K Buy
1,465
+107
+8% +$18.1K 0.02% 330
2023
Q3 		$191K Buy
+1,358
New +$230K 0.02% 379

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Desjardins Global Asset Management's HEI Position: Q4 2023 in Review

Desjardins Global Asset Management increased its HEICO Corp (HEI) stake by 7.9% in Q4 2023, buying an estimated $18.1K and bringing the position to 1,465 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #330.

Desjardins Global Asset Management first reported a position in HEI in Q3 2023 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold HEI as of Q4 2023.

  • Desjardins Global Asset Management held 1,465 shares of HEICO Corp worth $230K as of Q4 2023.
  • Desjardins Global Asset Management bought 107 HEICO Corp shares in Q4 2023, an estimated $18.1K.
  • HEICO Corp made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #330 holding.
  • Desjardins Global Asset Management first reported a position in HEICO Corp in Q3 2023 and has held it in 2 quarters since.
  • 497 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.