FEM
HEI icon

Fulcrum Equity Management’s HEICO Corp HEI Stock Holding History

Fulcrum Equity 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
2020
Q1 		– Sell
-3,670
Closed -$419K – 66
2019
Q4 		$419K Buy
3,670
+193
+6% +$23.8K 0.22% 73
2019
Q3 		$434K Sell
3,477
-732
-17% -$100K 0.22% 54
2019
Q2 		$599K Sell
4,209
-2,438
-37% -$271K 0.29% 35
2019
Q1 		$631K Sell
6,647
-8,858
-57% -$773K 0.22% 29
2018
Q4 		$1.2M Buy
+15,505
New +$1.29M 0.44% 4

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fulcrum Equity Management's HEI Position: Q1 2020 in Review

Fulcrum Equity Management sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 3,670 shares — an estimated $419K sold.

Fulcrum Equity Management first reported a position in HEI in Q4 2018 and held it in 5 quarters. The position peaked at $1.2M in Q4 2018. 396 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • Fulcrum Equity Management reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,670 HEICO Corp shares in Q1 2020, an estimated $419K.
  • Fulcrum Equity Management first reported a position in HEICO Corp in Q4 2018 and held it in 5 quarters.
  • Fulcrum Equity Management's HEICO Corp position peaked at $1.2M in Q4 2018.
  • 396 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Fulcrum Equity Management's 13F filing for Q1 2020, filed 1 Apr 2020.