Westpac Banking Corp’s HEICO Corp HEI Stock Holding History

Westpac Banking Corp’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
2023 Q2	–	Sell	-4,448	Closed	-$761K	–	618
2023 Q1	$761K	Hold	4,448	–	–	0.01%	697
2022 Q4	$683K	Hold	4,448	–	–	0.01%	669
2022 Q3	$640K	Hold	4,448	–	–	0.01%	683
2022 Q2	$583K	Hold	4,448	–	–	0.01%	739
2022 Q1	$683K	Hold	4,448	–	–	0.01%	743
2021 Q4	$641K	Hold	4,448	–	–	0.01%	757
2021 Q3	$587K	Hold	4,448	–	–	0.01%	793
2021 Q2	$620K	Hold	4,448	–	–	0.01%	806
2021 Q1	$560K	Hold	4,448	–	–	0.01%	760
2020 Q4	$589K	Hold	4,448	–	–	0.01%	804
2020 Q3	$466K	Hold	4,448	–	–	0.01%	799
2020 Q2	$443K	Hold	4,448	–	–	0.01%	783
2020 Q1	$332K	Hold	4,448	–	–	0.01%	771
2019 Q4	$508K	Hold	4,448	–	–	0.01%	805
2019 Q3	$555K	Buy	+4,448	New	+$608K	0.01%	766
2017 Q4	–	Sell	-126,316	Closed	-$5.81M	–	739
2017 Q3	$5.81M	Sell	126,316 -30,274	-19%	-$1.29M	0.13%	263
2017 Q2	$5.76M	Sell	156,590 -23,830	-13%	-$877K	0.13%	243
2017 Q1	$6.44M	Sell	180,420 -9,277	-5%	-$309K	0.05%	369
2016 Q4	$5.93M	Sell	189,697 -41,748	-18%	-$1.25M	0.06%	356
2016 Q3	$6.56M	Hold	231,445	–	–	0.07%	303
2016 Q2	$6.33M	Hold	231,445	–	–	0.07%	317
2016 Q1	$5.7M	Buy	231,445 +162,841	+237%	+$3.74M	0.06%	323
2015 Q4	$1.53M	Buy	+68,604	New	+$1.43M	0.02%	499

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westpac Banking Corp's HEI Position: Q2 2023 in Review

Westpac Banking Corp sold out of HEICO Corp (HEI) in Q2 2023, closing a stake of 4,448 shares — an estimated $761K sold.

Westpac Banking Corp first reported a position in HEI in Q4 2015 and held it in 23 quarters. The position peaked at $6.56M in Q3 2016. 473 funds tracked by Wall St. Rank hold HEI as of Q2 2023.

Westpac Banking Corp reported no remaining HEICO Corp position as of Q2 2023 after selling out during the quarter.
Westpac Banking Corp sold 4,448 HEICO Corp shares in Q2 2023, an estimated $761K.
Westpac Banking Corp first reported a position in HEICO Corp in Q4 2015 and held it in 23 quarters.
Westpac Banking Corp's HEICO Corp position peaked at $6.56M in Q3 2016.
473 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2023.

Based on Westpac Banking Corp's 13F filing for Q2 2023, filed 10 Aug 2023.