Synovus Financial’s HEICO Corp HEI Stock Holding History

Synovus Financial’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 Q3	$621K	Hold	1,925	–	–	0.01%	630
2025 Q2	$631K	Hold	1,925	–	–	0.01%	604
2025 Q1	$514K	Sell	1,925 -40	-2%	-$9.74K	0.01%	653
2024 Q4	$467K	Sell	1,965 -10	-0.5%	-$2.59K	0.01%	659
2024 Q3	$516K	Buy	1,975 +475	+32%	+$115K	0.01%	668
2024 Q2	$335K	Hold	1,500	–	–	﹤0.01%	713
2024 Q1	$287K	Hold	1,500	–	–	﹤0.01%	751
2023 Q4	$268K	Hold	1,500	–	–	﹤0.01%	742
2023 Q3	$243K	Sell	1,500 -14	-0.9%	-$2.38K	﹤0.01%	764
2023 Q2	$268K	Buy	1,514 +14	+0.9%	+$2.36K	﹤0.01%	751
2023 Q1	$257K	Hold	1,500	–	–	﹤0.01%	748
2022 Q4	$230K	Hold	1,500	–	–	﹤0.01%	782
2022 Q3	$216K	Buy	+1,500	New	+$225K	﹤0.01%	776
2022 Q2	–	Sell	-1,500	Closed	-$230K	–	857
2022 Q1	$230K	Hold	1,500	–	–	﹤0.01%	790
2021 Q4	$216K	Buy	+1,500	New	+$211K	﹤0.01%	812
2021 Q3	–	Sell	-1,500	Closed	-$209K	–	841
2021 Q2	$209K	Buy	+1,500	New	+$207K	﹤0.01%	797
2020 Q3	–	Sell	-1,500	Closed	-$149K	–	996
2020 Q2	$149K	Sell	1,500 -24	-2%	-$2.22K	﹤0.01%	705
2020 Q1	$114K	Buy	+1,524	New	+$167K	﹤0.01%	892

Other funds holding HEI

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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