Pictet Asset Management (Switzerland)’s HEICO Corp HEI Stock Holding History

Pictet Asset Management (Switzerland)’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	$3.34M	Buy	18,880 +610	+3%	+$103K	﹤0.01%	844
2023 Q1	$3.12M	Sell	18,270 -963	-5%	-$162K	﹤0.01%	865
2022 Q4	$2.96M	Sell	19,233 -1,378	-7%	-$215K	﹤0.01%	858
2022 Q3	$2.97M	Buy	20,611 +688	+3%	+$103K	﹤0.01%	840
2022 Q2	$2.61M	Sell	19,923 -2,883	-13%	-$406K	﹤0.01%	896
2022 Q1	$3.5M	Buy	22,806 +279	+1%	+$40.5K	﹤0.01%	878
2021 Q4	$3.25M	Buy	22,527 +230	+1%	+$32.4K	﹤0.01%	919
2021 Q3	$2.94M	Buy	+22,297	New	+$2.94M	﹤0.01%	936

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s HEI Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its HEICO Corp (HEI) stake by 3.3% in Q2 2023, buying an estimated $103K and bringing the position to 18,880 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Pictet Asset Management (Switzerland) first reported a position in HEI in Q3 2021 and has held it in 8 quarters since. The position peaked at $3.5M in Q1 2022. 475 funds tracked by Wall St. Rank hold HEI as of Q2 2023.

Pictet Asset Management (Switzerland) held 18,880 shares of HEICO Corp worth $3.34M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 610 HEICO Corp shares in Q2 2023, an estimated $103K.
HEICO Corp made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #844 holding.
Pictet Asset Management (Switzerland) first reported a position in HEICO Corp in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s HEICO Corp position peaked at $3.5M in Q1 2022.
475 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.