EFSCE
HEI icon

Enterprise Financial Services Corp (EFSC)’s HEICO Corp HEI Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-300
Closed -$42K – 732
2021
Q2 		$42K Buy
+300
New +$41.4K 0.01% 422
2021
Q1 		– Sell
-6
Closed -$1K – 1379
2020
Q4 		$1K Buy
+6
New +$732 ﹤0.01% 1205
2020
Q2 		– Sell
-6
Closed – – 1317
2020
Q1 		$0 Buy
+6
New +$656 ﹤0.01% 1311
2015
Q2 		– Sell
-44
Closed -$1K – 1135
2015
Q1 		$1K Hold
44
– – ﹤0.01% 1151
2014
Q4 		$1K Hold
44
– – ﹤0.01% 1163
2014
Q3 		$1K Sell
44
-34
-44% -$709 ﹤0.01% 1137
2014
Q2 		$2K Hold
78
– – ﹤0.01% 1048
2014
Q1 		$2K Buy
78
+34
+77% +$809 ﹤0.01% 1059
2013
Q4 		$1K Sell
44
-2
-4% -$45 ﹤0.01% 1109
2013
Q3 		$1K Buy
+46
New +$903 ﹤0.01% 1125

Other funds holding HEI

BlackRock
BlackRock New York $5.7T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return