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Institutional & Family Asset Management’s HEICO Corp HEI Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-645
Closed -$74K – 859
2019
Q4 		$74K Buy
+645
New +$79.4K 0.02% 282

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 $295B AUM 31.6% 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

Institutional & Family Asset Management's HEI Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 645 shares — an estimated $74K sold.

Institutional & Family Asset Management first reported a position in HEI in Q4 2019 and held it in 1 quarter. The position peaked at $74K in Q4 2019. 395 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 645 HEICO Corp shares in Q1 2020, an estimated $74K.
  • Institutional & Family Asset Management first reported a position in HEICO Corp in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's HEICO Corp position peaked at $74K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.