IBM Retirement Fund’s HEICO Corp HEI Stock Holding History

IBM Retirement Fund’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
2021 Q1	–	Sell	-1,667	Closed	-$221K	–	782
2020 Q4	$221K	Buy	+1,667	New	+$203K	0.02%	727

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

IBM Retirement Fund's HEI Position: Q1 2021 in Review

IBM Retirement Fund sold out of HEICO Corp (HEI) in Q1 2021, closing a stake of 1,667 shares — an estimated $221K sold.

IBM Retirement Fund first reported a position in HEI in Q4 2020 and held it in 1 quarter. The position peaked at $221K in Q4 2020. 425 funds tracked by Wall St. Rank hold HEI as of Q1 2021.

IBM Retirement Fund reported no remaining HEICO Corp position as of Q1 2021 after selling out during the quarter.
IBM Retirement Fund sold 1,667 HEICO Corp shares in Q1 2021, an estimated $221K.
IBM Retirement Fund first reported a position in HEICO Corp in Q4 2020 and held it in 1 quarter.
IBM Retirement Fund's HEICO Corp position peaked at $221K in Q4 2020.
425 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2021.

Based on IBM Retirement Fund's 13F filing for Q1 2021, filed 22 Apr 2021.