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Amica Retiree Medical Trust’s HEICO Corp HEI Stock Holding History

Amica Retiree Medical Trust’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
2021
Q2 		– Sell
-6,247
Closed -$786K – 127
2021
Q1 		$786K Hold
6,247
– – 0.53% 63
2020
Q4 		$827K Hold
6,247
– – 0.58% 50
2020
Q3 		$654K Hold
6,247
– – 0.51% 60
2020
Q2 		$623K Hold
6,247
– – 0.49% 60
2020
Q1 		$466K Buy
+6,247
New +$683K 0.42% 66

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American Century Companies
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State Street
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RP
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bessemer Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Amica Retiree Medical Trust's HEI Position: Q2 2021 in Review

Amica Retiree Medical Trust sold out of HEICO Corp (HEI) in Q2 2021, closing a stake of 6,247 shares — an estimated $786K sold.

Amica Retiree Medical Trust first reported a position in HEI in Q1 2020 and held it in 5 quarters. The position peaked at $827K in Q4 2020. 424 funds tracked by Wall St. Rank hold HEI as of Q2 2021.

  • Amica Retiree Medical Trust reported no remaining HEICO Corp position as of Q2 2021 after selling out during the quarter.
  • Amica Retiree Medical Trust sold 6,247 HEICO Corp shares in Q2 2021, an estimated $786K.
  • Amica Retiree Medical Trust first reported a position in HEICO Corp in Q1 2020 and held it in 5 quarters.
  • Amica Retiree Medical Trust's HEICO Corp position peaked at $827K in Q4 2020.
  • 424 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2021.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2021, filed 4 Aug 2021.