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Catalyst Capital Advisors’s HEICO Corp HEI Stock Holding History

Catalyst Capital Advisors’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
2018
Q3 		– Sell
-23
Closed -$61K – 483
2018
Q2 		$61K Sell
23
-5
-18% -$363 ﹤0.01% 287
2018
Q1 		$50K Buy
+28
New +$1.83K ﹤0.01% 292

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B 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

Catalyst Capital Advisors's HEI Position: Q1 2020 in Review

Catalyst Capital Advisors sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 100 shares — an estimated $11K sold.

Catalyst Capital Advisors first reported a position in HEI in Q4 2014 and held it in 13 quarters. The position peaked at $2.99M in Q2 2018. 395 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • Catalyst Capital Advisors reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
  • Catalyst Capital Advisors sold 100 HEICO Corp shares in Q1 2020, an estimated $11K.
  • Catalyst Capital Advisors first reported a position in HEICO Corp in Q4 2014 and held it in 13 quarters.
  • Catalyst Capital Advisors's HEICO Corp position peaked at $2.99M in Q2 2018.
  • 395 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Catalyst Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.