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Columbia Partners Investment Management’s HEICO Corp HEI Stock Holding History

Columbia Partners 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
2018
Q4 		$1.25M Buy
+16,120
New +$1.34M 0.49% 67
2017
Q1 		– Sell
-140,386
Closed -$4.44M – 276
2016
Q4 		$4.44M Sell
140,386
-37,995
-21% -$1.14M 0.39% 93
2016
Q3 		$5.06M Sell
178,381
-11,387
-6% -$322K 0.4% 92
2016
Q2 		$5.19M Buy
189,768
+16,125
+9% +$417K 0.39% 93
2016
Q1 		$4.28M Buy
+173,643
New +$3.99M 0.3% 120
2015
Q2 		– Sell
-476,699
Closed -$11.9M – 341
2015
Q1 		$11.9M Buy
+476,699
New +$11.8M 0.63% 48

Other funds holding HEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Columbia Partners Investment Management's HEI Position: Q4 2018 in Review

Columbia Partners Investment Management opened a new position in HEICO Corp (HEI) in Q4 2018: 16,120 shares worth $1.25M. The stake represents 0.49% of the portfolio and ranks #67 among its holdings. This is a return to the name: Columbia Partners Investment Management previously reported a position in HEI as recently as Q4 2016.

Columbia Partners Investment Management first reported a position in HEI in Q1 2015 and has held it in 6 quarters since. The position peaked at $11.9M in Q1 2015. 326 funds tracked by Wall St. Rank hold HEI as of Q4 2018.

  • Columbia Partners Investment Management held 16,120 shares of HEICO Corp worth $1.25M as of Q4 2018.
  • HEICO Corp was a new Columbia Partners Investment Management position in Q4 2018.
  • HEICO Corp made up 0.49% of Columbia Partners Investment Management's portfolio in Q4 2018, its #67 holding.
  • Columbia Partners Investment Management first reported a position in HEICO Corp in Q1 2015 and has held it in 6 quarters since.
  • Columbia Partners Investment Management's HEICO Corp position peaked at $11.9M in Q1 2015.
  • 326 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.