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Lake Point Wealth Management’s HEICO Corp HEI Stock Holding History

Lake Point Wealth 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 		$4K Hold
50
– – ﹤0.01% 189
2019
Q4 		$6K Buy
+50
New +$6.15K ﹤0.01% 336
2019
Q2 		$7K Hold
50
– – ﹤0.01% 379
2019
Q1 		$7K Hold
50
– – ﹤0.01% 379
2018
Q4 		$4K Buy
+50
New +$4.17K ﹤0.01% 588

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
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

Lake Point Wealth Management's HEI Position: Q1 2020 in Review

Lake Point Wealth Management held its HEICO Corp (HEI) position steady in Q1 2020 at 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Lake Point Wealth Management first reported a position in HEI in Q4 2018 and has held it in 5 quarters since. The position peaked at $7K in Q2 2019. 395 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • Lake Point Wealth Management held 50 shares of HEICO Corp worth $4K as of Q1 2020.
  • Lake Point Wealth Management left its HEICO Corp share count unchanged in Q1 2020.
  • HEICO Corp made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #189 holding.
  • Lake Point Wealth Management first reported a position in HEICO Corp in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's HEICO Corp position peaked at $7K in Q2 2019.
  • 395 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.