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Eagle Boston Investment Management’s HEICO Corp HEI Stock Holding History

Eagle Boston 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
Q2 		– Sell
-5,088
Closed -$353K – 157
2018
Q1 		$353K Sell
5,088
-2,639
-34% -$173K 0.04% 126
2017
Q4 		$305K Buy
7,727
+2,414
+45% +$113K 0.03% 127
2017
Q3 		$246K Buy
+5,313
New +$226K 0.03% 125

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Eagle Boston Investment Management's HEI Position: Q2 2018 in Review

Eagle Boston Investment Management sold out of HEICO Corp (HEI) in Q2 2018, closing a stake of 5,088 shares — an estimated $353K sold.

Eagle Boston Investment Management first reported a position in HEI in Q3 2017 and held it in 3 quarters. The position peaked at $353K in Q1 2018. 289 funds tracked by Wall St. Rank hold HEI as of Q2 2018.

  • Eagle Boston Investment Management reported no remaining HEICO Corp position as of Q2 2018 after selling out during the quarter.
  • Eagle Boston Investment Management sold 5,088 HEICO Corp shares in Q2 2018, an estimated $353K.
  • Eagle Boston Investment Management first reported a position in HEICO Corp in Q3 2017 and held it in 3 quarters.
  • Eagle Boston Investment Management's HEICO Corp position peaked at $353K in Q1 2018.
  • 289 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2018.

Based on Eagle Boston Investment Management's 13F filing for Q2 2018, filed 7 Aug 2018.