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LS Investment Advisors’s HEICO Corp HEI Stock Holding History

LS Investment 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
2020
Q2 		– Sell
-44
Closed -$3K – 1667
2020
Q1 		$3K Sell
44
-942
-96% -$103K ﹤0.01% 1676
2019
Q4 		$113K Hold
986
– – 0.01% 1074
2019
Q3 		$123K Hold
986
– – 0.01% 989
2019
Q2 		$132K Buy
+986
New +$110K 0.01% 967

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LS Investment Advisors's HEI Position: Q2 2020 in Review

LS Investment Advisors sold out of HEICO Corp (HEI) in Q2 2020, closing a stake of 44 shares — an estimated $3K sold.

LS Investment Advisors first reported a position in HEI in Q2 2019 and held it in 4 quarters. The position peaked at $132K in Q2 2019. 393 funds tracked by Wall St. Rank hold HEI as of Q2 2020.

  • LS Investment Advisors reported no remaining HEICO Corp position as of Q2 2020 after selling out during the quarter.
  • LS Investment Advisors sold 44 HEICO Corp shares in Q2 2020, an estimated $3K.
  • LS Investment Advisors first reported a position in HEICO Corp in Q2 2019 and held it in 4 quarters.
  • LS Investment Advisors's HEICO Corp position peaked at $132K in Q2 2019.
  • 393 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2020.

Based on LS Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.