IMS Capital Management’s HEICO Corp HEI Stock Holding History

IMS Capital 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
2018 Q4	–	Sell	-312	Closed	-$29K	–	223
2018 Q3	$29K	Hold	312	–	–	0.02%	231
2018 Q2	$23K	Buy	+312	New	+$22.7K	0.01%	171

Other funds holding HEI

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

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

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

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

IMS Capital Management's HEI Position: Q4 2018 in Review

IMS Capital Management sold out of HEICO Corp (HEI) in Q4 2018, closing a stake of 312 shares — an estimated $29K sold.

IMS Capital Management first reported a position in HEI in Q2 2018 and held it in 2 quarters. The position peaked at $29K in Q3 2018. 325 funds tracked by Wall St. Rank hold HEI as of Q4 2018.

IMS Capital Management reported no remaining HEICO Corp position as of Q4 2018 after selling out during the quarter.
IMS Capital Management sold 312 HEICO Corp shares in Q4 2018, an estimated $29K.
IMS Capital Management first reported a position in HEICO Corp in Q2 2018 and held it in 2 quarters.
IMS Capital Management's HEICO Corp position peaked at $29K in Q3 2018.
325 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.