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Huber Financial Advisors’s HEICO Corp HEI Stock Holding History

Huber Financial 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
Q1 		– Sell
-2,000
Closed -$228K – 122
2019
Q4 		$228K Hold
2,000
– – 0.08% 112
2019
Q3 		$250K Hold
2,000
– – 0.1% 105
2019
Q2 		$268K Buy
+2,000
New +$222K 0.12% 99
2018
Q4 		– Sell
-2,382
Closed -$221K – 104
2018
Q3 		$221K Buy
+2,382
New +$196K 0.17% 94

Other funds holding HEI

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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 $336B AUM 34.66% 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

Huber Financial Advisors's HEI Position: Q1 2020 in Review

Huber Financial Advisors sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 2,000 shares — an estimated $228K sold.

Huber Financial Advisors first reported a position in HEI in Q3 2018 and held it in 4 quarters. The position peaked at $268K in Q2 2019. 396 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • Huber Financial Advisors reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
  • Huber Financial Advisors sold 2,000 HEICO Corp shares in Q1 2020, an estimated $228K.
  • Huber Financial Advisors first reported a position in HEICO Corp in Q3 2018 and held it in 4 quarters.
  • Huber Financial Advisors's HEICO Corp position peaked at $268K in Q2 2019.
  • 396 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.