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Brandywine Oak Private Wealth’s HEICO Corp HEI Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-860
Closed -$66K – 382
2018
Q4 		$66K Buy
+860
New +$71.7K 0.01% 328

Other funds holding HEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Brandywine Oak Private Wealth's HEI Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of HEICO Corp (HEI) in Q1 2019, closing a stake of 860 shares — an estimated $66K sold.

Brandywine Oak Private Wealth first reported a position in HEI in Q4 2018 and held it in 1 quarter. The position peaked at $66K in Q4 2018. 340 funds tracked by Wall St. Rank hold HEI as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining HEICO Corp position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 860 HEICO Corp shares in Q1 2019, an estimated $66K.
  • Brandywine Oak Private Wealth first reported a position in HEICO Corp in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's HEICO Corp position peaked at $66K in Q4 2018.
  • 340 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.