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NuWave Investment Management’s HEICO Corp HEI Stock Holding History

NuWave Investment 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
Q3 		– Sell
-125
Closed -$16K – 324
2022
Q2 		$16K Buy
+125
New +$17.6K 0.02% 249
2021
Q3 		– Sell
-11
Closed -$2K – 353
2021
Q2 		$2K Sell
11
-482
-98% -$66.5K ﹤0.01% 316
2021
Q1 		$62K Buy
493
+425
+625% +$54.6K 0.08% 221
2020
Q4 		$9K Sell
68
-315
-82% -$38.4K 0.01% 308
2020
Q3 		$40K Buy
+383
New +$39.6K 0.06% 263

Other funds holding HEI

BlackRock
BlackRock New York $5.72T 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 $60.8B 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NuWave Investment Management's HEI Position: Q3 2022 in Review

NuWave Investment Management sold out of HEICO Corp (HEI) in Q3 2022, closing a stake of 125 shares — an estimated $16K sold.

NuWave Investment Management first reported a position in HEI in Q3 2020 and held it in 5 quarters. The position peaked at $62K in Q1 2021. 440 funds tracked by Wall St. Rank hold HEI as of Q3 2022.

  • NuWave Investment Management reported no remaining HEICO Corp position as of Q3 2022 after selling out during the quarter.
  • NuWave Investment Management sold 125 HEICO Corp shares in Q3 2022, an estimated $16K.
  • NuWave Investment Management first reported a position in HEICO Corp in Q3 2020 and held it in 5 quarters.
  • NuWave Investment Management's HEICO Corp position peaked at $62K in Q1 2021.
  • 440 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.