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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

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American Century Companies
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State Street
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Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return