MBFW
HEI icon

Morton Brown Family Wealth’s HEICO Corp HEI Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-7
Closed -$1.2K – 229
2023
Q1 		$1.2K Buy
+7
New +$1.18K ﹤0.01% 250

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
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
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morton Brown Family Wealth's HEI Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of HEICO Corp (HEI) in Q2 2023, closing a stake of 7 shares — an estimated $1.2K sold.

Morton Brown Family Wealth first reported a position in HEI in Q1 2023 and held it in 1 quarter. The position peaked at $1.2K in Q1 2023. 473 funds tracked by Wall St. Rank hold HEI as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining HEICO Corp position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 7 HEICO Corp shares in Q2 2023, an estimated $1.2K.
  • Morton Brown Family Wealth first reported a position in HEICO Corp in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's HEICO Corp position peaked at $1.2K in Q1 2023.
  • 473 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.