SFG
HEI icon

Steward Financial Group’s HEICO Corp HEI Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+11
New +$1.87K ﹤0.01% 1163
2022
Q3 		– Sell
-3
Closed – – 615
2022
Q2 		$0 Buy
+3
New +$423 ﹤0.01% 1137

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's HEI Position: Q3 2023 in Review

Steward Financial Group opened a new position in HEICO Corp (HEI) in Q3 2023: 11 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HEI as recently as Q2 2022.

Steward Financial Group first reported a position in HEI in Q2 2022 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold HEI as of Q3 2023.

  • Steward Financial Group held 11 shares of HEICO Corp worth $1K as of Q3 2023.
  • HEICO Corp was a new Steward Financial Group position in Q3 2023.
  • HEICO Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1163 holding.
  • Steward Financial Group first reported a position in HEICO Corp in Q2 2022 and has held it in 2 quarters since.
  • 467 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.