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Glen Eagle Advisors’s HEICO Corp HEI Stock Holding History

Glen Eagle 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
2020
Q3 		– Sell
-5
Closed -$498 – 936
2020
Q2 		$498 Buy
+5
New +$462 ﹤0.01% 848
2019
Q3 		– Sell
-62
Closed -$8.3K – 832
2019
Q2 		$8.3K Buy
+62
New +$6.9K 0.01% 532

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Glen Eagle Advisors's HEI Position: Q3 2020 in Review

Glen Eagle Advisors sold out of HEICO Corp (HEI) in Q3 2020, closing a stake of 5 shares — an estimated $498 sold.

Glen Eagle Advisors first reported a position in HEI in Q2 2019 and held it in 2 quarters. The position peaked at $8.3K in Q2 2019. 396 funds tracked by Wall St. Rank hold HEI as of Q3 2020.

  • Glen Eagle Advisors reported no remaining HEICO Corp position as of Q3 2020 after selling out during the quarter.
  • Glen Eagle Advisors sold 5 HEICO Corp shares in Q3 2020, an estimated $498.
  • Glen Eagle Advisors first reported a position in HEICO Corp in Q2 2019 and held it in 2 quarters.
  • Glen Eagle Advisors's HEICO Corp position peaked at $8.3K in Q2 2019.
  • 396 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2020.

Based on Glen Eagle Advisors's 13F filing for Q3 2020, filed 13 Aug 2024.