JOYN Advisors’s HEICO Corp HEI Stock Holding History

JOYN 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
2019 Q1	–	Sell	-122	Closed	-$9K	–	647
2018 Q4	$9K	Hold	122	–	–	﹤0.01%	1018
2018 Q3	$11K	Hold	122	–	–	﹤0.01%	912
2018 Q2	$9K	Sell	122 -1	-0.8%	-$73	﹤0.01%	938
2018 Q1	$8K	Buy	+123	New	+$8.04K	﹤0.01%	792

Other funds holding HEI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JOYN Advisors's HEI Position: Q1 2019 in Review

JOYN Advisors sold out of HEICO Corp (HEI) in Q1 2019, closing a stake of 122 shares — an estimated $9K sold.

JOYN Advisors first reported a position in HEI in Q1 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 341 funds tracked by Wall St. Rank hold HEI as of Q1 2019.

JOYN Advisors reported no remaining HEICO Corp position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 122 HEICO Corp shares in Q1 2019, an estimated $9K.
JOYN Advisors first reported a position in HEICO Corp in Q1 2018 and held it in 4 quarters.
JOYN Advisors's HEICO Corp position peaked at $11K in Q3 2018.
341 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.