Truvvo Partners’s HEICO Corp HEI Stock Holding History

Truvvo Partners’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
2018 Q1	–	Sell	-13,188	Closed	-$637K	–	104
2017 Q4	$637K	Hold	13,188	–	–	0.22%	86
2017 Q3	$606K	Hold	13,188	–	–	0.2%	86
2017 Q2	$478K	Hold	13,188	–	–	0.17%	99
2017 Q1	$471K	Sell	13,188 -166	-1%	-$5.53K	0.21%	88
2016 Q4	$422	Hold	13,354	–	–	0.15%	106
2016 Q3	$379K	Buy	13,354 +12	+0.1%	+$339	0.17%	103
2016 Q2	$365K	Hold	13,342	–	–	0.19%	102
2016 Q1	$329K	Hold	13,342	–	–	0.15%	110
2015 Q4	$297K	Buy	+13,342	New	+$278K	0.16%	100

Other funds holding HEI

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

Fisher Asset Management

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

Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return