SteelPeak Wealth’s HEICO Corp HEI Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-1,848	Closed	-$284K	–	415
2022 Q4	$284K	Sell	1,848 -1,096	-37%	-$171K	0.02%	313
2022 Q3	$424K	Buy	+2,944	New	+$441K	0.03%	273

Other funds holding HEI

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

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

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

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

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

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

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

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

FAM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SteelPeak Wealth's HEI Position: Q1 2023 in Review

SteelPeak Wealth sold out of HEICO Corp (HEI) in Q1 2023, closing a stake of 1,848 shares — an estimated $284K sold.

SteelPeak Wealth first reported a position in HEI in Q3 2022 and held it in 2 quarters. The position peaked at $424K in Q3 2022. 458 funds tracked by Wall St. Rank hold HEI as of Q1 2023.

SteelPeak Wealth reported no remaining HEICO Corp position as of Q1 2023 after selling out during the quarter.
SteelPeak Wealth sold 1,848 HEICO Corp shares in Q1 2023, an estimated $284K.
SteelPeak Wealth first reported a position in HEICO Corp in Q3 2022 and held it in 2 quarters.
SteelPeak Wealth's HEICO Corp position peaked at $424K in Q3 2022.
458 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.