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Insight Capital Research & Management’s HEICO Corp HEI Stock Holding History

Insight Capital Research & 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
2014
Q2 		– Sell
-177,146
Closed -$4.37M – 136
2014
Q1 		$4.37M Sell
177,146
-5,557
-3% -$132K 1.01% 44
2013
Q4 		$4.34M Sell
182,703
-47,183
-21% -$1.06M 0.97% 38
2013
Q3 		$4.04M Buy
+229,886
New +$4.51M 0.98% 33

Other funds holding HEI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Insight Capital Research & Management's HEI Position: Q2 2014 in Review

Insight Capital Research & Management sold out of HEICO Corp (HEI) in Q2 2014, closing a stake of 177,146 shares — an estimated $4.37M sold.

Insight Capital Research & Management first reported a position in HEI in Q3 2013 and held it in 3 quarters. The position peaked at $4.37M in Q1 2014. 147 funds tracked by Wall St. Rank hold HEI as of Q2 2014.

  • Insight Capital Research & Management reported no remaining HEICO Corp position as of Q2 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 177,146 HEICO Corp shares in Q2 2014, an estimated $4.37M.
  • Insight Capital Research & Management first reported a position in HEICO Corp in Q3 2013 and held it in 3 quarters.
  • Insight Capital Research & Management's HEICO Corp position peaked at $4.37M in Q1 2014.
  • 147 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2014.

Based on Insight Capital Research & Management's 13F filing for Q2 2014, filed 13 Aug 2014.