Sierra Capital’s HEICO Corp HEI Stock Holding History

Sierra Capital’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 Q2	–	Sell	-22	Closed	-$3K	–	782
2022 Q1	$3K	Hold	22	–	–	﹤0.01%	594
2021 Q4	$3K	Buy	+22	New	+$3.1K	﹤0.01%	596

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sierra Capital's HEI Position: Q2 2022 in Review

Sierra Capital sold out of HEICO Corp (HEI) in Q2 2022, closing a stake of 22 shares — an estimated $3K sold.

Sierra Capital first reported a position in HEI in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 418 funds tracked by Wall St. Rank hold HEI as of Q2 2022.

Sierra Capital reported no remaining HEICO Corp position as of Q2 2022 after selling out during the quarter.
Sierra Capital sold 22 HEICO Corp shares in Q2 2022, an estimated $3K.
Sierra Capital first reported a position in HEICO Corp in Q4 2021 and held it in 2 quarters.
Sierra Capital's HEICO Corp position peaked at $3K in Q1 2022.
418 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2022.

Based on Sierra Capital's 13F filing for Q2 2022, filed 4 Aug 2022.