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Loring Wolcott & Coolidge Fiduciary Advisors’s HEICO Corp HEI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q1 		– Sell
-25
Closed -$4K – 669
2021
Q4 		$4K Hold
25
– – ﹤0.01% 667
2021
Q3 		$3K Hold
25
– – ﹤0.01% 685
2021
Q2 		$3K Buy
+25
New +$3.45K ﹤0.01% 796
2021
Q1 		– Sell
-21
Closed -$3K – 477
2020
Q4 		$3K Buy
+21
New +$2.56K ﹤0.01% 726

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HEI Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of HEICO Corp (HEI) in Q1 2022, closing a stake of 25 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HEI in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 436 funds tracked by Wall St. Rank hold HEI as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining HEICO Corp position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 25 HEICO Corp shares in Q1 2022, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HEICO Corp in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's HEICO Corp position peaked at $4K in Q4 2021.
  • 436 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.