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CSat Investment Advisory’s HEICO Corp HEI Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-207
Closed -$22K – 712
2020
Q3 		$22K Buy
207
+27
+15% +$2.79K ﹤0.01% 835
2020
Q2 		$18K Buy
180
+8
+5% +$739 ﹤0.01% 864
2020
Q1 		$13K Buy
172
+26
+18% +$2.84K ﹤0.01% 824
2019
Q4 		$17K Buy
146
+18
+14% +$2.21K ﹤0.01% 837
2019
Q3 		$16K Buy
128
+18
+16% +$2.46K 0.01% 775
2019
Q2 		$15K Buy
+110
New +$12.2K 0.01% 754

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
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CSat Investment Advisory's HEI Position: Q4 2020 in Review

CSat Investment Advisory sold out of HEICO Corp (HEI) in Q4 2020, closing a stake of 207 shares — an estimated $22K sold.

CSat Investment Advisory first reported a position in HEI in Q2 2019 and held it in 6 quarters. The position peaked at $22K in Q3 2020. 421 funds tracked by Wall St. Rank hold HEI as of Q4 2020.

  • CSat Investment Advisory reported no remaining HEICO Corp position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 207 HEICO Corp shares in Q4 2020, an estimated $22K.
  • CSat Investment Advisory first reported a position in HEICO Corp in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's HEICO Corp position peaked at $22K in Q3 2020.
  • 421 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.