M Holdings Securities’s HEICO Corp HEI Stock Holding History

M Holdings Securities’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
2021 Q2	–	Sell	-1,591	Closed	-$200K	–	333
2021 Q1	$200K	Buy	+1,591	New	+$204K	0.02%	473

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

M Holdings Securities's HEI Position: Q2 2021 in Review

M Holdings Securities sold out of HEICO Corp (HEI) in Q2 2021, closing a stake of 1,591 shares — an estimated $200K sold.

M Holdings Securities first reported a position in HEI in Q1 2021 and held it in 1 quarter. The position peaked at $200K in Q1 2021. 423 funds tracked by Wall St. Rank hold HEI as of Q2 2021.

M Holdings Securities reported no remaining HEICO Corp position as of Q2 2021 after selling out during the quarter.
M Holdings Securities sold 1,591 HEICO Corp shares in Q2 2021, an estimated $200K.
M Holdings Securities first reported a position in HEICO Corp in Q1 2021 and held it in 1 quarter.
M Holdings Securities's HEICO Corp position peaked at $200K in Q1 2021.
423 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.