Zions Bancorporation’s HEICO Corp HEI Stock Holding History

Zions Bancorporation’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 Q4	$4.04K	Hold	17	–	–	﹤0.01%	725
2024 Q3	$4.45K	Hold	17	–	–	﹤0.01%	726
2024 Q2	$3.8K	Hold	17	–	–	﹤0.01%	783
2024 Q1	$3.25K	Hold	17	–	–	﹤0.01%	800
2023 Q4	$3.04K	Hold	17	–	–	﹤0.01%	792
2023 Q3	$2.75K	Hold	17	–	–	﹤0.01%	788
2023 Q2	$3.01K	Hold	17	–	–	﹤0.01%	788
2023 Q1	$2.91K	Sell	17 -6	-26%	-$1.01K	﹤0.01%	790
2022 Q4	$3.53K	Hold	23	–	–	﹤0.01%	903
2022 Q3	$3K	Hold	23	–	–	﹤0.01%	835
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	932
2022 Q1	$4K	Hold	23	–	–	﹤0.01%	989
2021 Q4	$3K	Hold	23	–	–	﹤0.01%	891
2021 Q3	$3K	Hold	23	–	–	﹤0.01%	882
2021 Q2	$3K	Hold	23	–	–	﹤0.01%	877
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	851
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	837
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	928
2020 Q2	$2K	Buy	+23	New	+$2.12K	﹤0.01%	841

Other funds holding HEI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Zions Bancorporation's HEI Position: Q4 2024 in Review

Zions Bancorporation held its HEICO Corp (HEI) position steady in Q4 2024 at 17 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Zions Bancorporation first reported a position in HEI in Q2 2020 and has held it in 19 quarters since. The position peaked at $4.45K in Q3 2024. 607 funds tracked by Wall St. Rank hold HEI as of Q4 2024.

Zions Bancorporation held 17 shares of HEICO Corp worth $4.04K as of Q4 2024.
Zions Bancorporation left its HEICO Corp share count unchanged in Q4 2024.
HEICO Corp made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #725 holding.
Zions Bancorporation first reported a position in HEICO Corp in Q2 2020 and has held it in 19 quarters since.
Zions Bancorporation's HEICO Corp position peaked at $4.45K in Q3 2024.
607 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.