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Gradient Investments’s HEICO Corp HEI Stock Holding History

Gradient Investments’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
Q4 		– Sell
-27
Closed -$4K – 1559
2022
Q3 		$4K Buy
+27
New +$4.05K ﹤0.01% 994
2018
Q4 		– Sell
-1,250
Closed -$116K – 983
2018
Q3 		$116K Buy
+1,250
New +$103K 0.01% 268

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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 $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Gradient Investments's HEI Position: Q4 2022 in Review

Gradient Investments sold out of HEICO Corp (HEI) in Q4 2022, closing a stake of 27 shares — an estimated $4K sold.

Gradient Investments first reported a position in HEI in Q3 2018 and held it in 2 quarters. The position peaked at $116K in Q3 2018. 449 funds tracked by Wall St. Rank hold HEI as of Q4 2022.

  • Gradient Investments reported no remaining HEICO Corp position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 27 HEICO Corp shares in Q4 2022, an estimated $4K.
  • Gradient Investments first reported a position in HEICO Corp in Q3 2018 and held it in 2 quarters.
  • Gradient Investments's HEICO Corp position peaked at $116K in Q3 2018.
  • 449 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.