Cavalier Investments’s HEICO Corp HEI Stock Holding History

Cavalier Investments’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 Q2	–	Sell	-10,625	Closed	-$793K	–	95
2020 Q1	$793K	Hold	10,625	–	–	0.47%	51
2019 Q4	$1.21M	Hold	10,625	–	–	0.53%	52
2019 Q3	$1.33M	Hold	10,625	–	–	0.57%	52
2019 Q2	$1.42M	Hold	10,625	–	–	0.59%	46
2019 Q1	$1.01M	Hold	10,625	–	–	0.41%	64
2018 Q4	$823K	Hold	10,625	–	–	0.27%	78
2018 Q3	$984K	Hold	10,625	–	–	0.29%	77
2018 Q2	$774K	Buy	+10,625	New	+$772K	0.26%	85

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cavalier Investments's HEI Position: Q2 2020 in Review

Cavalier Investments sold out of HEICO Corp (HEI) in Q2 2020, closing a stake of 10,625 shares — an estimated $793K sold.

Cavalier Investments first reported a position in HEI in Q2 2018 and held it in 8 quarters. The position peaked at $1.42M in Q2 2019. 393 funds tracked by Wall St. Rank hold HEI as of Q2 2020.

Cavalier Investments reported no remaining HEICO Corp position as of Q2 2020 after selling out during the quarter.
Cavalier Investments sold 10,625 HEICO Corp shares in Q2 2020, an estimated $793K.
Cavalier Investments first reported a position in HEICO Corp in Q2 2018 and held it in 8 quarters.
Cavalier Investments's HEICO Corp position peaked at $1.42M in Q2 2019.
393 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.