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AGF Investments LLC’s HEICO Corp HEI Stock Holding History

AGF Investments LLC’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
2020
Q2 		– Sell
-7,158
Closed -$534K – 634
2020
Q1 		$534K Buy
7,158
+535
+8% +$58.5K 0.07% 262
2019
Q4 		$756K Buy
6,623
+6,567
+11,727% +$808K 0.14% 306
2019
Q3 		$7K Sell
56
-4
-7% -$547 ﹤0.01% 529
2019
Q2 		$8K Sell
60
-2,460
-98% -$274K ﹤0.01% 549
2019
Q1 		$239K Buy
2,520
+456
+22% +$39.8K 0.05% 216
2018
Q4 		$160K Buy
2,064
+1,246
+152% +$104K 0.02% 310
2018
Q3 		$75K Sell
818
-203
-20% -$16.7K 0.01% 301
2018
Q2 		$75 Buy
1,021
+555
+119% +$40.3K 0.01% 319
2018
Q1 		$33K Buy
466
+52
+13% +$3.4K 0.01% 383
2017
Q4 		$20K Buy
414
+195
+89% +$9.09K ﹤0.01% 448
2017
Q3 		$10K Buy
+219
New +$9.31K ﹤0.01% 522

Other funds holding HEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return