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Hohimer Wealth Management’s HEICO Corp HEI Stock Holding History

Hohimer Wealth 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
Q3 		– Sell
-10,096
Closed -$1.01M – 188
2020
Q2 		$1.01M Hold
10,096
– – 0.35% 101
2020
Q1 		$794K Hold
10,096
– – 0.34% 112
2019
Q4 		$1.15M Buy
+10,096
New +$1.24M 0.4% 113

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

Hohimer Wealth Management's HEI Position: Q3 2020 in Review

Hohimer Wealth Management sold out of HEICO Corp (HEI) in Q3 2020, closing a stake of 10,096 shares — an estimated $1.01M sold.

Hohimer Wealth Management first reported a position in HEI in Q4 2019 and held it in 3 quarters. The position peaked at $1.15M in Q4 2019. 396 funds tracked by Wall St. Rank hold HEI as of Q3 2020.

  • Hohimer Wealth Management reported no remaining HEICO Corp position as of Q3 2020 after selling out during the quarter.
  • Hohimer Wealth Management sold 10,096 HEICO Corp shares in Q3 2020, an estimated $1.01M.
  • Hohimer Wealth Management first reported a position in HEICO Corp in Q4 2019 and held it in 3 quarters.
  • Hohimer Wealth Management's HEICO Corp position peaked at $1.15M in Q4 2019.
  • 396 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2020.

Based on Hohimer Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.