VitalStone Financial’s HEICO Corp HEI Stock Holding History

VitalStone 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
2024 Q1	–	Sell	-39	Closed	-$7K	–	524
2023 Q4	$7K	Buy	+39	New	+$6.6K	0.01%	309

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

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

VitalStone Financial's HEI Position: Q1 2024 in Review

VitalStone Financial sold out of HEICO Corp (HEI) in Q1 2024, closing a stake of 39 shares — an estimated $7K sold.

VitalStone Financial first reported a position in HEI in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 518 funds tracked by Wall St. Rank hold HEI as of Q1 2024.

VitalStone Financial reported no remaining HEICO Corp position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 39 HEICO Corp shares in Q1 2024, an estimated $7K.
VitalStone Financial first reported a position in HEICO Corp in Q4 2023 and held it in 1 quarter.
VitalStone Financial's HEICO Corp position peaked at $7K in Q4 2023.
518 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.