Atlanta Capital Management’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,556,762
Closed -$163M 172
2020
Q3
$163M Buy
1,556,762
+12,056
+0.8% +$1.26M 0.67% 59
2020
Q2
$154M Buy
1,544,706
+1,147,415
+289% +$114M 0.65% 66
2020
Q1
$29.6M Buy
+397,291
New +$29.6M 0.15% 127