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IEQ Capital’s HEICO Corp HEI Stock Holding History

IEQ Capital’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
2024
Q3 		– Sell
-1,961
Closed -$438K – 1174
2024
Q2 		$438K Buy
1,961
+756
+63% +$160K 0.01% 700
2024
Q1 		$230K Buy
1,205
+12
+1% +$2.23K ﹤0.01% 846
2023
Q4 		$213K Sell
1,193
-1,435
-55% -$243K ﹤0.01% 824
2023
Q3 		$426K Buy
2,628
+106
+4% +$18K 0.01% 615
2023
Q2 		$446K Sell
2,522
-38
-1% -$6.41K 0.01% 571
2023
Q1 		$438K Buy
2,560
+20
+0.8% +$3.37K 0.01% 615
2022
Q4 		$390K Sell
2,540
-485
-16% -$75.5K 0.01% 564
2022
Q3 		$436K Buy
+3,025
New +$454K 0.01% 566

Other funds holding HEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return