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Cornerstone Advisors (Washington)’s HEICO Corp HEI Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$17K Hold
158
– – ﹤0.01% 389
2020
Q2 		$16K Buy
158
+20
+14% +$1.85K ﹤0.01% 395
2020
Q1 		$10K Buy
138
+122
+763% +$13.3K ﹤0.01% 415
2019
Q4 		$2K Buy
16
+3
+23% +$369 ﹤0.01% 590
2019
Q3 		$2K Hold
13
– – ﹤0.01% 587
2019
Q2 		$2K Buy
+13
New +$1.45K ﹤0.01% 1135

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Cornerstone Advisors (Washington)'s HEI Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its HEICO Corp (HEI) position steady in Q3 2020 at 158 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Cornerstone Advisors (Washington) first reported a position in HEI in Q2 2019 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold HEI as of Q3 2020.

  • Cornerstone Advisors (Washington) held 158 shares of HEICO Corp worth $17K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its HEICO Corp share count unchanged in Q3 2020.
  • HEICO Corp made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #389 holding.
  • Cornerstone Advisors (Washington) first reported a position in HEICO Corp in Q2 2019 and has held it in 6 quarters since.
  • 397 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.