Echo Street Capital Management’s HEICO Corp HEI Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-1,936	Closed	-$313K	–	188
2023 Q3	$313K	Buy	+1,936	New	+$329K	﹤0.01%	361
2023 Q2	–	Sell	-1,390	Closed	-$238K	–	514
2023 Q1	$238K	Sell	1,390 -874	-39%	-$147K	﹤0.01%	426
2022 Q4	$348K	Buy	+2,264	New	+$353K	﹤0.01%	378
2022 Q3	–	Sell	-3,835	Closed	-$503K	–	612
2022 Q2	$503K	Buy	+3,835	New	+$540K	﹤0.01%	315
2022 Q1	–	Sell	-4,692	Closed	-$677K	–	667
2021 Q4	$677K	Buy	+4,692	New	+$661K	﹤0.01%	344
2021 Q2	–	Sell	-2,799	Closed	-$352K	–	651
2021 Q1	$352K	Buy	+2,799	New	+$360K	﹤0.01%	390

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Echo Street Capital Management's HEI Position: Q4 2023 in Review

Echo Street Capital Management sold out of HEICO Corp (HEI) in Q4 2023, closing a stake of 1,936 shares — an estimated $313K sold.

Echo Street Capital Management first reported a position in HEI in Q1 2021 and held it in 6 quarters. The position peaked at $677K in Q4 2021. 498 funds tracked by Wall St. Rank hold HEI as of Q4 2023.

Echo Street Capital Management reported no remaining HEICO Corp position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,936 HEICO Corp shares in Q4 2023, an estimated $313K.
Echo Street Capital Management first reported a position in HEICO Corp in Q1 2021 and held it in 6 quarters.
Echo Street Capital Management's HEICO Corp position peaked at $677K in Q4 2021.
498 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.