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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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return