Koch Industries’s HEICO Corp HEI Stock Holding History

Koch Industries’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 Q1	–	Sell	-5,723	Closed	-$276K	–	914
2017 Q4	$276K	Sell	5,723 -4,154	-42%	-$194K	0.04%	483
2017 Q3	$455K	Buy	+9,877	New	+$420K	0.11%	181

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

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

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

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FAM

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

Koch Industries's HEI Position: Q1 2018 in Review

Koch Industries sold out of HEICO Corp (HEI) in Q1 2018, closing a stake of 5,723 shares — an estimated $276K sold.

Koch Industries first reported a position in HEI in Q3 2017 and held it in 2 quarters. The position peaked at $455K in Q3 2017. 267 funds tracked by Wall St. Rank hold HEI as of Q1 2018.

Koch Industries reported no remaining HEICO Corp position as of Q1 2018 after selling out during the quarter.
Koch Industries sold 5,723 HEICO Corp shares in Q1 2018, an estimated $276K.
Koch Industries first reported a position in HEICO Corp in Q3 2017 and held it in 2 quarters.
Koch Industries's HEICO Corp position peaked at $455K in Q3 2017.
267 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2018.

Based on Koch Industries's 13F filing for Q1 2018, filed 14 May 2018.