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Chartwell Investment Partners’s HEICO Corp HEI Stock Holding History

Chartwell Investment Partners’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
-3,891
Closed -$444K – 408
2019
Q4 		$444K Sell
3,891
-554
-12% -$68.2K 0.01% 388
2019
Q3 		$555K Sell
4,445
-13
-0.3% -$1.78K 0.02% 387
2019
Q2 		$597K Sell
4,458
-29,444
-87% -$3.28M 0.02% 393
2019
Q1 		$3.22M Buy
33,902
+405
+1% +$35.3K 0.1% 261
2018
Q4 		$2.6M Sell
33,497
-19,270
-37% -$1.61M 0.09% 297
2018
Q3 		$4.89M Buy
52,767
+61
+0.1% +$5.01K 0.14% 213
2018
Q2 		$3.84M Sell
52,706
-1,659
-3% -$121K 0.11% 243
2018
Q1 		$3.78M Sell
54,365
-41,192
-43% -$2.69M 0.13% 216
2017
Q4 		$4.62M Sell
95,557
-6,054
-6% -$282K 0.16% 208
2017
Q3 		$4.67M Buy
101,611
+3,757
+4% +$160K 0.16% 198
2017
Q2 		$3.6M Buy
97,854
+32
+0% +$1.18K 0.14% 209
2017
Q1 		$3.49M Sell
97,822
-4,126
-4% -$137K 0.13% 213
2016
Q4 		$3.22M Buy
+101,948
New +$3.06M 0.11% 264

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