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Mariner Independent Advisor Network’s HEICO Corp HEI Stock Holding History

Mariner Independent Advisor Network’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
-11,716
Closed -$1.46M – 379
2019
Q3 		$1.46M Buy
+11,716
New +$1.6M 0.11% 202
2017
Q2 		– Sell
-9,033
Closed -$323K – 244
2017
Q1 		$323K Buy
+9,033
New +$301K 0.04% 197

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mariner Independent Advisor Network's HEI Position: Q4 2019 in Review

Mariner Independent Advisor Network sold out of HEICO Corp (HEI) in Q4 2019, closing a stake of 11,716 shares — an estimated $1.46M sold.

Mariner Independent Advisor Network first reported a position in HEI in Q1 2017 and held it in 2 quarters. The position peaked at $1.46M in Q3 2019. 453 funds tracked by Wall St. Rank hold HEI as of Q4 2019.

  • Mariner Independent Advisor Network reported no remaining HEICO Corp position as of Q4 2019 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 11,716 HEICO Corp shares in Q4 2019, an estimated $1.46M.
  • Mariner Independent Advisor Network first reported a position in HEICO Corp in Q1 2017 and held it in 2 quarters.
  • Mariner Independent Advisor Network's HEICO Corp position peaked at $1.46M in Q3 2019.
  • 453 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2019, filed 10 Feb 2020.