Doyle Wealth Management’s HEICO Corp HEI Stock Holding History

Doyle Wealth 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	$1.16M	Hold	8,041	–	–	0.1%	94
2022 Q2	$1.05M	Hold	8,041	–	–	0.09%	103
2022 Q1	$1.24M	Hold	8,041	–	–	0.09%	106
2021 Q4	$1.16M	Hold	8,041	–	–	0.08%	105
2021 Q3	$1.06M	Hold	8,041	–	–	0.08%	104
2021 Q2	$1.12M	Hold	8,041	–	–	0.09%	103
2021 Q1	$1.01M	Hold	8,041	–	–	0.1%	104
2020 Q4	$1.06M	Hold	8,041	–	–	0.11%	97
2020 Q3	$842K	Hold	8,041	–	–	0.1%	100
2020 Q2	$801K	Hold	8,041	–	–	0.11%	95
2020 Q1	$600K	Hold	8,041	–	–	0.1%	92
2019 Q4	$918K	Sell	8,041 -1,000	-11%	-$123K	0.11%	86
2019 Q3	$1.13M	Buy	9,041 +7,763	+607%	+$1.06M	0.16%	77
2019 Q2	$171K	Buy	+1,278	New	+$142K	0.02%	208
2019 Q1	–	Sell	-1,778	Closed	-$138K	–	400
2018 Q4	$138K	Buy	+1,778	New	+$148K	0.02%	215

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Doyle Wealth Management's HEI Position: Q3 2022 in Review

Doyle Wealth Management held its HEICO Corp (HEI) position steady in Q3 2022 at 8,041 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #94.

Doyle Wealth Management first reported a position in HEI in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.24M in Q1 2022. 439 funds tracked by Wall St. Rank hold HEI as of Q3 2022.

Doyle Wealth Management held 8,041 shares of HEICO Corp worth $1.16M as of Q3 2022.
Doyle Wealth Management left its HEICO Corp share count unchanged in Q3 2022.
HEICO Corp made up 0.1% of Doyle Wealth Management's portfolio in Q3 2022, its #94 holding.
Doyle Wealth Management first reported a position in HEICO Corp in Q4 2018 and has held it in 15 quarters since.
Doyle Wealth Management's HEICO Corp position peaked at $1.24M in Q1 2022.
439 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.