Laird Norton Wetherby Wealth Management’s HEICO Corp HEI Stock Holding History

Laird Norton Wetherby 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
2022 Q4	–	Sell	-1,678	Closed	-$242K	–	926
2022 Q3	$242K	Sell	1,678 -9	-0.5%	-$1.35K	0.02%	734
2022 Q2	$221K	Buy	1,687 +77	+5%	+$10.9K	0.02%	788
2022 Q1	$247K	Sell	1,610 -81	-5%	-$11.8K	0.01%	779
2021 Q4	$244K	Buy	1,691 +21	+1%	+$2.96K	0.01%	792
2021 Q3	$220K	Buy	1,670 +9	+0.5%	+$1.19K	0.01%	828
2021 Q2	$232K	Buy	+1,661	New	+$229K	0.01%	809
2021 Q1	–	Sell	-1,607	Closed	-$213K	–	830
2020 Q4	$213K	Buy	+1,607	New	+$196K	0.01%	794

Other funds holding HEI

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

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

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

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

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

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

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

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

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

Laird Norton Wetherby Wealth Management's HEI Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of HEICO Corp (HEI) in Q4 2022, closing a stake of 1,678 shares — an estimated $242K sold.

Laird Norton Wetherby Wealth Management first reported a position in HEI in Q4 2020 and held it in 7 quarters. The position peaked at $247K in Q1 2022. 449 funds tracked by Wall St. Rank hold HEI as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining HEICO Corp position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,678 HEICO Corp shares in Q4 2022, an estimated $242K.
Laird Norton Wetherby Wealth Management first reported a position in HEICO Corp in Q4 2020 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's HEICO Corp position peaked at $247K in Q1 2022.
449 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.