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Harvest Group Wealth Management’s HEICO Corp HEI Stock Holding History

Harvest Group Wealth 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
2023
Q1 		$1.88K Sell
11
-2
-15% -$337 ﹤0.01% 124
2022
Q4 		$2K Hold
13
– – ﹤0.01% 118
2022
Q3 		$2K Sell
13
-5
-28% -$750 ﹤0.01% 117
2022
Q2 		$3K Buy
18
+3
+20% +$423 ﹤0.01% 110
2022
Q1 		$2K Buy
15
+3
+25% +$435 ﹤0.01% 92
2021
Q4 		$2K Buy
+12
New +$1.69K ﹤0.01% 73

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's HEI Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its HEICO Corp (HEI) stake by 15% in Q1 2023, selling an estimated $337 and leaving 11 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

Harvest Group Wealth Management first reported a position in HEI in Q4 2021 and has held it in 6 quarters since. The position peaked at $3K in Q2 2022. 458 funds tracked by Wall St. Rank hold HEI as of Q1 2023.

  • Harvest Group Wealth Management held 11 shares of HEICO Corp worth $1.88K as of Q1 2023.
  • Harvest Group Wealth Management sold 2 HEICO Corp shares in Q1 2023, an estimated $337.
  • HEICO Corp made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #124 holding.
  • Harvest Group Wealth Management first reported a position in HEICO Corp in Q4 2021 and has held it in 6 quarters since.
  • Harvest Group Wealth Management's HEICO Corp position peaked at $3K in Q2 2022.
  • 458 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.