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C.M. Bidwell & Associates’s HEICO Corp HEI Stock Holding History

C.M. Bidwell & Associates’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
Q1 		– Sell
-3,225
Closed -$368K – 399
2019
Q4 		$368K Sell
3,225
-1,375
-30% -$169K 0.33% 78
2019
Q3 		$574K Sell
4,600
-115
-2% -$15.7K 0.57% 45
2019
Q2 		$631K Buy
4,715
+2,250
+91% +$250K 0.63% 39
2019
Q1 		$234K Sell
2,465
-160
-6% -$14K 0.23% 114
2018
Q4 		$203K Buy
+2,625
New +$219K 0.22% 122
2017
Q4 		– Sell
-840
Closed -$39K – 417
2017
Q3 		$39K Buy
+840
New +$35.7K 0.06% 181
2017
Q2 		– Sell
-598
Closed -$21K – 349
2017
Q1 		$21K Buy
+598
New +$19.9K ﹤0.01% 204

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

C.M. Bidwell & Associates's HEI Position: Q1 2020 in Review

C.M. Bidwell & Associates sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 3,225 shares — an estimated $368K sold.

C.M. Bidwell & Associates first reported a position in HEI in Q1 2017 and held it in 7 quarters. The position peaked at $631K in Q2 2019. 396 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • C.M. Bidwell & Associates reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,225 HEICO Corp shares in Q1 2020, an estimated $368K.
  • C.M. Bidwell & Associates first reported a position in HEICO Corp in Q1 2017 and held it in 7 quarters.
  • C.M. Bidwell & Associates's HEICO Corp position peaked at $631K in Q2 2019.
  • 396 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2020, filed 15 May 2020.