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Gideon Capital Advisors’s HEICO Corp HEI Stock Holding History

Gideon Capital Advisors’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
2019
Q3 		– Sell
-6,019
Closed -$805K – 337
2019
Q2 		$805K Buy
+6,019
New +$669K 0.28% 136
2018
Q1 		– Sell
-4,521
Closed -$218K – 392
2017
Q4 		$218K Buy
+4,521
New +$211K 0.19% 252

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gideon Capital Advisors's HEI Position: Q3 2019 in Review

Gideon Capital Advisors sold out of HEICO Corp (HEI) in Q3 2019, closing a stake of 6,019 shares — an estimated $805K sold.

Gideon Capital Advisors first reported a position in HEI in Q4 2017 and held it in 2 quarters. The position peaked at $805K in Q2 2019. 430 funds tracked by Wall St. Rank hold HEI as of Q3 2019.

  • Gideon Capital Advisors reported no remaining HEICO Corp position as of Q3 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,019 HEICO Corp shares in Q3 2019, an estimated $805K.
  • Gideon Capital Advisors first reported a position in HEICO Corp in Q4 2017 and held it in 2 quarters.
  • Gideon Capital Advisors's HEICO Corp position peaked at $805K in Q2 2019.
  • 430 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.