World Equity Group’s HEICO Corp HEI Stock Holding History

World Equity Group’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	-8,599	Closed	-$239K	–	419
2023 Q1	$239K	Buy	+8,599	New	+$1.45M	0.04%	423

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 $3.38T AUM 44.17% 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

World Equity Group's HEI Position: Q2 2023 in Review

World Equity Group sold out of HEICO Corp (HEI) in Q2 2023, closing a stake of 8,599 shares — an estimated $239K sold.

World Equity Group first reported a position in HEI in Q1 2023 and held it in 1 quarter. The position peaked at $239K in Q1 2023. 473 funds tracked by Wall St. Rank hold HEI as of Q2 2023.

World Equity Group reported no remaining HEICO Corp position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 8,599 HEICO Corp shares in Q2 2023, an estimated $239K.
World Equity Group first reported a position in HEICO Corp in Q1 2023 and held it in 1 quarter.
World Equity Group's HEICO Corp position peaked at $239K in Q1 2023.
473 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.