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Vigilant Capital Management’s HEICO Corp HEI Stock Holding History

Vigilant Capital Management’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
2022
Q4 		– Sell
-80
Closed -$12K – 528
2022
Q3 		$12K Hold
80
– – ﹤0.01% 445
2022
Q2 		$10K Buy
+80
New +$11.3K ﹤0.01% 440
2021
Q4 		– Sell
-365
Closed -$48K – 684
2021
Q3 		$48K Hold
365
– – ﹤0.01% 271
2021
Q2 		$51K Buy
+365
New +$50.4K ﹤0.01% 264

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Vigilant Capital Management's HEI Position: Q4 2022 in Review

Vigilant Capital Management sold out of HEICO Corp (HEI) in Q4 2022, closing a stake of 80 shares — an estimated $12K sold.

Vigilant Capital Management first reported a position in HEI in Q2 2021 and held it in 4 quarters. The position peaked at $51K in Q2 2021. 449 funds tracked by Wall St. Rank hold HEI as of Q4 2022.

  • Vigilant Capital Management reported no remaining HEICO Corp position as of Q4 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 80 HEICO Corp shares in Q4 2022, an estimated $12K.
  • Vigilant Capital Management first reported a position in HEICO Corp in Q2 2021 and held it in 4 quarters.
  • Vigilant Capital Management's HEICO Corp position peaked at $51K in Q2 2021.
  • 449 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.