DWA
HEI icon

Dorsey Wright & Associates’s HEICO Corp HEI Stock Holding History

Dorsey Wright & Associates’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
2021
Q1 		– Sell
-13,706
Closed -$1.81M – 315
2020
Q4 		$1.81M Buy
+13,706
New +$1.67M 0.27% 113

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Dorsey Wright & Associates's HEI Position: Q1 2021 in Review

Dorsey Wright & Associates sold out of HEICO Corp (HEI) in Q1 2021, closing a stake of 13,706 shares — an estimated $1.81M sold.

Dorsey Wright & Associates first reported a position in HEI in Q4 2020 and held it in 1 quarter. The position peaked at $1.81M in Q4 2020. 425 funds tracked by Wall St. Rank hold HEI as of Q1 2021.

  • Dorsey Wright & Associates reported no remaining HEICO Corp position as of Q1 2021 after selling out during the quarter.
  • Dorsey Wright & Associates sold 13,706 HEICO Corp shares in Q1 2021, an estimated $1.81M.
  • Dorsey Wright & Associates first reported a position in HEICO Corp in Q4 2020 and held it in 1 quarter.
  • Dorsey Wright & Associates's HEICO Corp position peaked at $1.81M in Q4 2020.
  • 425 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2021.

Based on Dorsey Wright & Associates's 13F filing for Q1 2021, filed 27 Apr 2021.