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Atlanta Capital Management’s HEICO Corp HEI Stock Holding History

Atlanta Capital Management’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
Q4 		– Sell
-1,556,762
Closed -$163M – 172
2020
Q3 		$163M Buy
1,556,762
+12,056
+0.8% +$1.25M 0.67% 59
2020
Q2 		$154M Buy
1,544,706
+1,147,415
+289% +$106M 0.65% 66
2020
Q1 		$29.6M Buy
+397,291
New +$43.4M 0.15% 127

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Atlanta Capital Management's HEI Position: Q4 2020 in Review

Atlanta Capital Management sold out of HEICO Corp (HEI) in Q4 2020, closing a stake of 1,556,762 shares — an estimated $163M sold.

Atlanta Capital Management first reported a position in HEI in Q1 2020 and held it in 3 quarters. The position peaked at $163M in Q3 2020. 421 funds tracked by Wall St. Rank hold HEI as of Q4 2020.

  • Atlanta Capital Management reported no remaining HEICO Corp position as of Q4 2020 after selling out during the quarter.
  • Atlanta Capital Management sold 1,556,762 HEICO Corp shares in Q4 2020, an estimated $163M.
  • Atlanta Capital Management first reported a position in HEICO Corp in Q1 2020 and held it in 3 quarters.
  • Atlanta Capital Management's HEICO Corp position peaked at $163M in Q3 2020.
  • 421 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2020.

Based on Atlanta Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.