FourThought Financial’s HEICO Corp HEI Stock Holding History

FourThought Financial’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 Q3	$16K	Hold	112	–	–	﹤0.01%	917
2022 Q2	$15K	Hold	112	–	–	﹤0.01%	929
2022 Q1	$17K	Hold	112	–	–	﹤0.01%	933
2021 Q4	$16K	Hold	112	–	–	﹤0.01%	970
2021 Q3	$14K	Hold	112	–	–	﹤0.01%	1030
2021 Q2	$15K	Hold	112	–	–	﹤0.01%	1005
2021 Q1	$14K	Hold	112	–	–	﹤0.01%	984
2020 Q4	$14K	Buy	+112	New	+$13.7K	﹤0.01%	952

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FourThought Financial's HEI Position: Q3 2022 in Review

FourThought Financial held its HEICO Corp (HEI) position steady in Q3 2022 at 112 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

FourThought Financial first reported a position in HEI in Q4 2020 and has held it in 8 quarters since. The position peaked at $17K in Q1 2022. 440 funds tracked by Wall St. Rank hold HEI as of Q3 2022.

FourThought Financial held 112 shares of HEICO Corp worth $16K as of Q3 2022.
FourThought Financial left its HEICO Corp share count unchanged in Q3 2022.
HEICO Corp made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #917 holding.
FourThought Financial first reported a position in HEICO Corp in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's HEICO Corp position peaked at $17K in Q1 2022.
440 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.