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Disciplined Investments’s HEICO Corp HEI Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-4
Closed -$708 – 716
2023
Q2 		$708 Hold
4
– – ﹤0.01% 1096
2023
Q1 		$684 Hold
4
– – ﹤0.01% 1127
2022
Q4 		$615 Sell
4
-2
-33% -$311 ﹤0.01% 1113
2022
Q3 		$1K Buy
6
+2
+50% +$300 ﹤0.01% 933
2022
Q2 		$1K Hold
4
– – ﹤0.01% 952
2022
Q1 		$1K Buy
+4
New +$581 ﹤0.01% 1007

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's HEI Position: Q3 2023 in Review

Disciplined Investments sold out of HEICO Corp (HEI) in Q3 2023, closing a stake of 4 shares — an estimated $708 sold.

Disciplined Investments first reported a position in HEI in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 468 funds tracked by Wall St. Rank hold HEI as of Q3 2023.

  • Disciplined Investments reported no remaining HEICO Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 HEICO Corp shares in Q3 2023, an estimated $708.
  • Disciplined Investments first reported a position in HEICO Corp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's HEICO Corp position peaked at $1K in Q3 2022.
  • 468 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.