CIM
HEI icon

Calvert Investment Management’s HEICO Corp HEI Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-8,691
Closed -$275K – 252
2016
Q4 		$275K Sell
8,691
-542
-6% -$16.3K 0.01% 688
2016
Q3 		$262K Buy
9,233
+1,062
+13% +$30K 0.01% 696
2016
Q2 		$224K Buy
+8,171
New +$211K 0.01% 700
2016
Q1 		– Sell
-9,834
Closed -$219K – 729
2015
Q4 		$219K Buy
+9,834
New +$205K 0.01% 641

Other funds holding HEI

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Calvert Investment Management's HEI Position: Q1 2017 in Review

Calvert Investment Management sold out of HEICO Corp (HEI) in Q1 2017, closing a stake of 8,691 shares — an estimated $275K sold.

Calvert Investment Management first reported a position in HEI in Q4 2015 and held it in 4 quarters. The position peaked at $275K in Q4 2016. 205 funds tracked by Wall St. Rank hold HEI as of Q1 2017.

  • Calvert Investment Management reported no remaining HEICO Corp position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 8,691 HEICO Corp shares in Q1 2017, an estimated $275K.
  • Calvert Investment Management first reported a position in HEICO Corp in Q4 2015 and held it in 4 quarters.
  • Calvert Investment Management's HEICO Corp position peaked at $275K in Q4 2016.
  • 205 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.