Trust Company of Vermont’s HEICO Corp HEI Stock Holding History

Trust Company of Vermont’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
2021 Q3	–	Sell	-350	Closed	-$49K	–	483
2021 Q2	$49K	Hold	350	–	–	﹤0.01%	478
2021 Q1	$44K	Sell	350 -100	-22%	-$12.8K	﹤0.01%	480
2020 Q4	$60K	Hold	450	–	–	﹤0.01%	435
2020 Q3	$47K	Hold	450	–	–	﹤0.01%	436
2020 Q2	$45K	Hold	450	–	–	﹤0.01%	452
2020 Q1	$34K	Sell	450 -100	-18%	-$10.9K	﹤0.01%	491
2019 Q4	$63K	Hold	550	–	–	﹤0.01%	444
2019 Q3	$69K	Sell	550 -50	-8%	-$6.83K	0.01%	442
2019 Q2	$80K	Hold	600	–	–	0.01%	423
2019 Q1	$57K	Sell	600 -340	-36%	-$29.7K	﹤0.01%	463
2018 Q4	$73K	Buy	940 +340	+57%	+$28.3K	0.01%	418
2018 Q3	$56K	Sell	600 -181	-23%	-$14.9K	﹤0.01%	494
2018 Q2	$57K	Sell	781 -195	-20%	-$14.2K	0.01%	502
2018 Q1	$68K	Buy	+976	New	+$63.8K	0.01%	453

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Trust Company of Vermont's HEI Position: Q3 2021 in Review

Trust Company of Vermont sold out of HEICO Corp (HEI) in Q3 2021, closing a stake of 350 shares — an estimated $49K sold.

Trust Company of Vermont first reported a position in HEI in Q1 2018 and held it in 14 quarters. The position peaked at $80K in Q2 2019. 401 funds tracked by Wall St. Rank hold HEI as of Q3 2021.

Trust Company of Vermont reported no remaining HEICO Corp position as of Q3 2021 after selling out during the quarter.
Trust Company of Vermont sold 350 HEICO Corp shares in Q3 2021, an estimated $49K.
Trust Company of Vermont first reported a position in HEICO Corp in Q1 2018 and held it in 14 quarters.
Trust Company of Vermont's HEICO Corp position peaked at $80K in Q2 2019.
401 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2021.

Based on Trust Company of Vermont's 13F filing for Q3 2021, filed 22 Oct 2021.