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Money Concepts Capital’s HEICO Corp HEI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-32
Closed -$4.92K – 1538
2022
Q4 		$4.92K Hold
32
– – ﹤0.01% 2352
2022
Q3 		$5K Hold
32
– – ﹤0.01% 1213
2022
Q2 		$4K Sell
32
-3
-9% -$423 ﹤0.01% 1210
2022
Q1 		$5K Buy
+35
New +$5.08K ﹤0.01% 2202

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Money Concepts Capital's HEI Position: Q1 2023 in Review

Money Concepts Capital sold out of HEICO Corp (HEI) in Q1 2023, closing a stake of 32 shares — an estimated $4.92K sold.

Money Concepts Capital first reported a position in HEI in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 458 funds tracked by Wall St. Rank hold HEI as of Q1 2023.

  • Money Concepts Capital reported no remaining HEICO Corp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 32 HEICO Corp shares in Q1 2023, an estimated $4.92K.
  • Money Concepts Capital first reported a position in HEICO Corp in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's HEICO Corp position peaked at $5K in Q3 2022.
  • 458 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.