Fortis Capital Management’s HEICO Corp HEI Stock Holding History

Fortis 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
2021 Q4	–	Sell	-15,010	Closed	-$1.98M	–	90
2021 Q3	$1.98M	Buy	+15,010	New	+$1.98M	1.05%	34

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fortis Capital Management's HEI Position: Q4 2021 in Review

Fortis Capital Management sold out of HEICO Corp (HEI) in Q4 2021, closing a stake of 15,010 shares — an estimated $1.98M sold.

Fortis Capital Management first reported a position in HEI in Q3 2021 and held it in 1 quarter. The position peaked at $1.98M in Q3 2021. 414 funds tracked by Wall St. Rank hold HEI as of Q4 2021.

Fortis Capital Management reported no remaining HEICO Corp position as of Q4 2021 after selling out during the quarter.
Fortis Capital Management sold 15,010 HEICO Corp shares in Q4 2021, an estimated $1.98M.
Fortis Capital Management first reported a position in HEICO Corp in Q3 2021 and held it in 1 quarter.
Fortis Capital Management's HEICO Corp position peaked at $1.98M in Q3 2021.
414 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2021.

Based on Fortis Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.