Aperio Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $4.46M | Buy |
33,698
+1,008
| +3% | +$133K | 0.01% | 874 |
|
2020
Q3 | $3.42M | Sell |
32,690
-3,552
| -10% | -$372K | 0.01% | 885 |
|
2020
Q2 | $3.61M | Buy |
36,242
+3,131
| +9% | +$312K | 0.01% | 854 |
|
2020
Q1 | $2.47M | Buy |
33,111
+9,928
| +43% | +$741K | 0.01% | 936 |
|
2019
Q4 | $2.65M | Sell |
23,183
-12,622
| -35% | -$1.44M | 0.01% | 968 |
|
2019
Q3 | $4.47M | Buy |
35,805
+5,606
| +19% | +$700K | 0.02% | 745 |
|
2019
Q2 | $4.04M | Sell |
30,199
-7,170
| -19% | -$959K | 0.02% | 791 |
|
2019
Q1 | $3.55M | Sell |
37,369
-1,572
| -4% | -$149K | 0.02% | 812 |
|
2018
Q4 | $3.02M | Buy |
38,941
+3,451
| +10% | +$267K | 0.02% | 819 |
|
2018
Q3 | $3.29M | Buy |
35,490
+676
| +2% | +$62.6K | 0.01% | 827 |
|
2018
Q2 | $2.54M | Sell |
34,814
-3,370
| -9% | -$246K | 0.01% | 916 |
|
2018
Q1 | $2.65M | Sell |
38,184
-7,308
| -16% | -$508K | 0.01% | 880 |
|
2017
Q4 | $2.2M | Buy |
45,492
+6,558
| +17% | +$317K | 0.01% | 951 |
|
2017
Q3 | $1.79M | Buy |
38,934
+3,219
| +9% | +$148K | 0.01% | 980 |
|
2017
Q2 | $1.31M | Buy |
35,715
+12,861
| +56% | +$473K | 0.01% | 1107 |
|
2017
Q1 | $817K | Buy |
22,854
+1,780
| +8% | +$63.6K | 0.01% | 1257 |
|
2016
Q4 | $666K | Sell |
21,074
-3,748
| -15% | -$118K | 0.01% | 1347 |
|
2016
Q3 | $703K | Buy |
24,822
+3,323
| +15% | +$94.1K | 0.01% | 1273 |
|
2016
Q2 | $588K | Buy |
21,499
+1,208
| +6% | +$33K | ﹤0.01% | 1303 |
|
2016
Q1 | $500K | Buy |
20,291
+955
| +5% | +$23.5K | ﹤0.01% | 1370 |
|
2015
Q4 | $431K | Buy |
19,336
+911
| +5% | +$20.3K | ﹤0.01% | 1417 |
|
2015
Q3 | $369K | Sell |
18,425
-3,006
| -14% | -$60.2K | ﹤0.01% | 1458 |
|
2015
Q2 | $512K | Buy |
21,431
+4,510
| +27% | +$108K | 0.01% | 1308 |
|
2015
Q1 | $423K | Buy |
16,921
+2,089
| +14% | +$52.2K | ﹤0.01% | 1369 |
|
2014
Q4 | $367K | Buy |
+14,832
| New | +$367K | ﹤0.01% | 1386 |
|