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Meridian Wealth Management’s HEICO Corp HEI Stock Holding History

Meridian 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 		– Sell
-2,034
Closed -$232K – 219
2019
Q4 		$232K Sell
2,034
-1,578
-44% -$194K 0.11% 180
2019
Q3 		$451K Buy
3,612
+448
+14% +$61.2K 0.21% 95
2019
Q2 		$4.23K Buy
+3,164
New +$352K 0.17% 100

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Vanguard Group
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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

Meridian Wealth Management's HEI Position: Q1 2020 in Review

Meridian Wealth Management sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 2,034 shares — an estimated $232K sold.

Meridian Wealth Management first reported a position in HEI in Q2 2019 and held it in 3 quarters. The position peaked at $451K in Q3 2019. 395 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

  • Meridian Wealth Management reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 2,034 HEICO Corp shares in Q1 2020, an estimated $232K.
  • Meridian Wealth Management first reported a position in HEICO Corp in Q2 2019 and held it in 3 quarters.
  • Meridian Wealth Management's HEICO Corp position peaked at $451K in Q3 2019.
  • 395 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Meridian Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.