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Ergoteles’s HEICO Corp HEI Stock Holding History

Ergoteles’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
Q2 		– Sell
-4,669
Closed -$717K – 1793
2022
Q1 		$717K Buy
4,669
+2,342
+101% +$340K 0.03% 539
2021
Q4 		$336K Buy
+2,327
New +$328K 0.01% 810
2021
Q3 		– Sell
-7,892
Closed -$1.1M – 1404
2021
Q2 		$1.1M Buy
7,892
+592
+8% +$81.7K 0.03% 475
2021
Q1 		$918K Buy
+7,300
New +$938K 0.03% 390
2020
Q4 		– Sell
-5,348
Closed -$560K – 771
2020
Q3 		$560K Buy
+5,348
New +$552K 0.07% 212

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return