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Orion Capital Management’s HEICO Corp HEI Stock Holding History

Orion Capital 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
2024
Q3 		– Sell
-40
Closed -$8.94K – 271
2024
Q2 		$8.94K Hold
40
– – ﹤0.01% 355
2024
Q1 		$7.64K Hold
40
– – ﹤0.01% 388
2023
Q4 		$7.16K Hold
40
– – ﹤0.01% 398
2023
Q3 		$6.48K Buy
+40
New +$6.79K ﹤0.01% 404
2023
Q2 		– Sell
-40
Closed -$6.84K – 269
2023
Q1 		$6.84K Hold
40
– – ﹤0.01% 388
2022
Q4 		$6.15K Hold
40
– – ﹤0.01% 331
2022
Q3 		$6K Hold
40
– – ﹤0.01% 345
2022
Q2 		$5K Hold
40
– – ﹤0.01% 363
2022
Q1 		$6K Hold
40
– – ﹤0.01% 363
2021
Q4 		$6K Hold
40
– – ﹤0.01% 339
2021
Q3 		$5K Buy
+40
New +$5.27K ﹤0.01% 337

Other funds holding HEI

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BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return