EI
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Ellevest Inc’s HEICO Corp HEI Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-19
Closed -$3.25K – 901
2023
Q1 		$3.25K Buy
19
+10
+111% +$1.68K ﹤0.01% 1331
2022
Q4 		$1.38K Sell
9
-24
-73% -$3.74K ﹤0.01% 1450
2022
Q3 		$5K Sell
33
-15
-31% -$2.25K ﹤0.01% 1177
2022
Q2 		$6K Sell
48
-2
-4% -$282 ﹤0.01% 973
2022
Q1 		$8K Buy
50
+17
+52% +$2.47K ﹤0.01% 930
2021
Q4 		$5K Hold
33
– – ﹤0.01% 998
2021
Q3 		$4K Hold
33
– – ﹤0.01% 1007
2021
Q2 		$5K Hold
33
– – ﹤0.01% 895
2021
Q1 		$4K Hold
33
– – ﹤0.01% 940
2020
Q4 		$4K Sell
33
-25
-43% -$3.05K ﹤0.01% 863
2020
Q3 		$6K Buy
+58
New +$5.99K ﹤0.01% 735

Other funds holding HEI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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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 $60.7B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return