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Simplicity Solutions’s HEICO Corp HEI Stock Holding History

Simplicity Solutions’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
Q4 		$384K Buy
+2,145
New +$363K 0.01% 752
2019
Q2 		– Sell
-9,846
Closed -$934K – 744
2019
Q1 		$934K Sell
9,846
-4,833
-33% -$422K 0.06% 265
2018
Q4 		$1.14M Buy
+14,679
New +$1.22M 0.15% 160
2016
Q1 		– Sell
-25,117
Closed -$559K – 324
2015
Q4 		$559K Buy
+25,117
New +$523K 0.07% 423

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simplicity Solutions's HEI Position: Q4 2023 in Review

Simplicity Solutions opened a new position in HEICO Corp (HEI) in Q4 2023: 2,145 shares worth $384K. The stake represents 0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in HEI as recently as Q1 2019.

Simplicity Solutions first reported a position in HEI in Q4 2015 and has held it in 4 quarters since. The position peaked at $1.14M in Q4 2018. 497 funds tracked by Wall St. Rank hold HEI as of Q4 2023.

  • Simplicity Solutions held 2,145 shares of HEICO Corp worth $384K as of Q4 2023.
  • HEICO Corp was a new Simplicity Solutions position in Q4 2023.
  • HEICO Corp made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #752 holding.
  • Simplicity Solutions first reported a position in HEICO Corp in Q4 2015 and has held it in 4 quarters since.
  • Simplicity Solutions's HEICO Corp position peaked at $1.14M in Q4 2018.
  • 497 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.