Janiczek Wealth Management’s HEICO Corp HEI Stock Holding History

Janiczek 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
2024 Q2	$81.4K	Sell	364 -15	-4%	-$3.17K	0.02%	318
2024 Q1	$72.4K	Sell	379 -13	-3%	-$2.41K	0.02%	348
2023 Q4	$70.1K	Sell	392 -55	-12%	-$9.31K	0.02%	338
2023 Q3	$72.4K	Buy	447 +69	+18%	+$11.7K	0.02%	306
2023 Q2	$66.9K	Buy	378 +19	+5%	+$3.2K	0.02%	282
2023 Q1	$60.4K	Buy	359 +23	+7%	+$3.87K	0.02%	291
2022 Q4	$55K	Buy	336 +9	+3%	+$1.4K	0.02%	306
2022 Q3	$49K	Hold	327	–	–	0.02%	307
2022 Q2	$52K	Buy	327 +6	+2%	+$846	0.02%	297
2022 Q1	$50K	Buy	321 +122	+61%	+$17.7K	0.01%	302
2021 Q4	$29K	Buy	199 +86	+76%	+$12.1K	0.01%	420
2021 Q3	$15K	Buy	113 +10	+10%	+$1.32K	0.01%	498
2021 Q2	$14K	Buy	103 +17	+20%	+$2.35K	0.01%	500
2021 Q1	$11K	Sell	86 -24	-22%	-$3.08K	﹤0.01%	507
2020 Q4	$15K	Buy	110 +82	+293%	+$10K	0.01%	390
2020 Q3	$3K	Buy	+28	New	+$2.89K	﹤0.01%	442

Other funds holding HEI

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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

American Century Companies

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return