FG
HEI icon

Formula Growth’s HEICO Corp HEI Stock Holding History

Formula Growth’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
Q3 		– Sell
-1
Closed – – 148
2018
Q2 		$0 Buy
+1
New +$73 ﹤0.01% 150

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Formula Growth's HEI Position: Q3 2018 in Review

Formula Growth sold out of HEICO Corp (HEI) in Q3 2018, closing a stake of 1 share.

Formula Growth first reported a position in HEI in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 330 funds tracked by Wall St. Rank hold HEI as of Q3 2018.

  • Formula Growth reported no remaining HEICO Corp position as of Q3 2018 after selling out during the quarter.
  • Formula Growth sold 1 HEICO Corp share in Q3 2018.
  • Formula Growth first reported a position in HEICO Corp in Q2 2018 and held it in 1 quarter.
  • Formula Growth's HEICO Corp position peaked at $0 in Q2 2018.
  • 330 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2018.

Based on Formula Growth's 13F filing for Q3 2018, filed 14 Nov 2018.