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Jupiter Investment Management’s HEICO Corp HEI Stock Holding History

Jupiter Investment 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
2019
Q4 		– Sell
-26,902
Closed -$3.36M – 467
2019
Q3 		$3.36M Buy
+26,902
New +$3.68M 0.04% 272

Other funds holding HEI

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Investment Management's HEI Position: Q4 2019 in Review

Jupiter Investment Management sold out of HEICO Corp (HEI) in Q4 2019, closing a stake of 26,902 shares — an estimated $3.36M sold.

Jupiter Investment Management first reported a position in HEI in Q3 2019 and held it in 1 quarter. The position peaked at $3.36M in Q3 2019. 452 funds tracked by Wall St. Rank hold HEI as of Q4 2019.

  • Jupiter Investment Management reported no remaining HEICO Corp position as of Q4 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 26,902 HEICO Corp shares in Q4 2019, an estimated $3.36M.
  • Jupiter Investment Management first reported a position in HEICO Corp in Q3 2019 and held it in 1 quarter.
  • Jupiter Investment Management's HEICO Corp position peaked at $3.36M in Q3 2019.
  • 452 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.