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Everence Capital Management’s HEICO HEI Stock Holding History

Everence Capital Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.9M Hold
8,830
– – 0.19% 100
2025
Q1 		$2.36M Buy
8,830
+1,760
+25% +$470K 0.16% 115
2024
Q4 		$1.68M Buy
+7,070
New +$1.68M 0.11% 154