Kapitalo Investimentos’s HEICO Corp HEI Stock Holding History

Kapitalo Investimentos’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 Q3	–	Sell	-1,054	Closed	-$186K	–	604
2023 Q2	$186K	Buy	+1,054	New	+$178K	0.03%	256

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kapitalo Investimentos's HEI Position: Q3 2023 in Review

Kapitalo Investimentos sold out of HEICO Corp (HEI) in Q3 2023, closing a stake of 1,054 shares — an estimated $186K sold.

Kapitalo Investimentos first reported a position in HEI in Q2 2023 and held it in 1 quarter. The position peaked at $186K in Q2 2023. 468 funds tracked by Wall St. Rank hold HEI as of Q3 2023.

Kapitalo Investimentos reported no remaining HEICO Corp position as of Q3 2023 after selling out during the quarter.
Kapitalo Investimentos sold 1,054 HEICO Corp shares in Q3 2023, an estimated $186K.
Kapitalo Investimentos first reported a position in HEICO Corp in Q2 2023 and held it in 1 quarter.
Kapitalo Investimentos's HEICO Corp position peaked at $186K in Q2 2023.
468 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.