RTC
HEI icon

Riverview Trust Company’s HEICO Corp HEI Stock Holding History

Riverview Trust Company’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
2025
Q2 		– Sell
-98
Closed -$26.2K – 370
2025
Q1 		$26.2K Hold
98
– – 0.03% 339
2024
Q4 		$23.3K Hold
98
– – 0.02% 402
2024
Q3 		$25.6K Hold
98
– – 0.02% 368
2024
Q2 		$21.9K Hold
98
– – 0.02% 397
2024
Q1 		$18.7K Buy
+98
New +$18.2K 0.01% 510
2023
Q4 		– Sell
-98
Closed -$15.9K – 319
2023
Q3 		$15.9K Hold
98
– – 0.01% 499
2023
Q2 		$17.3K Hold
98
– – 0.02% 427
2023
Q1 		$16.8K Hold
98
– – 0.02% 416
2022
Q4 		$15K Hold
98
– – 0.01% 425
2022
Q3 		$14K Hold
98
– – 0.01% 466
2022
Q2 		$13K Buy
+98
New +$13.8K 0.01% 555

Other funds holding HEI

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return