ICW Investment Advisors’s HEICO Corp HEI Stock Holding History

ICW Investment 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	-96	Closed	-$11K	–	136
2019 Q4	$11K	Buy	+96	New	+$11.8K	0.01%	167

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ICW Investment Advisors's HEI Position: Q1 2020 in Review

ICW Investment Advisors sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 96 shares — an estimated $11K sold.

ICW Investment Advisors first reported a position in HEI in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 395 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

ICW Investment Advisors reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
ICW Investment Advisors sold 96 HEICO Corp shares in Q1 2020, an estimated $11K.
ICW Investment Advisors first reported a position in HEICO Corp in Q4 2019 and held it in 1 quarter.
ICW Investment Advisors's HEICO Corp position peaked at $11K in Q4 2019.
395 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on ICW Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.