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Ground Swell Capital’s HEICO Corp HEI Stock Holding History

Ground Swell Capital’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
2014
Q3 		$19K Buy
+1,006
New +$21K 0.04% 547

Other funds holding HEI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ground Swell Capital's HEI Position: Q3 2014 in Review

Ground Swell Capital opened a new position in HEICO Corp (HEI) in Q3 2014: 1,006 shares worth $19K. The stake represents 0.04% of the portfolio and ranks #547 among its holdings.

147 funds tracked by Wall St. Rank hold HEI as of Q3 2014.

  • Ground Swell Capital held 1,006 shares of HEICO Corp worth $19K as of Q3 2014.
  • HEICO Corp was a new Ground Swell Capital position in Q3 2014.
  • HEICO Corp made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #547 holding.
  • 147 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.