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Migdal Insurance & Financial Holdings’s HEICO Corp HEI Stock Holding History

Migdal Insurance & Financial Holdings’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
Q4 		– Sell
-799
Closed -$84K – 682
2020
Q3 		$84K Sell
799
-497
-38% -$51.3K ﹤0.01% 491
2020
Q2 		$129K Sell
1,296
-544
-30% -$50.2K ﹤0.01% 388
2020
Q1 		$137K Sell
1,840
-3,665
-67% -$401K ﹤0.01% 340
2019
Q4 		$628K Buy
5,505
+471
+9% +$58K 0.01% 265
2019
Q3 		$629K Buy
5,034
+2,035
+68% +$278K 0.01% 299
2019
Q2 		$401K Sell
2,999
-3,156
-51% -$351K 0.01% 335
2019
Q1 		$584K Sell
6,155
-4,046
-40% -$353K 0.01% 274
2018
Q4 		$790K Sell
10,201
-86,458
-89% -$7.21M 0.02% 237
2018
Q3 		$8.95M Sell
96,659
-1,927
-2% -$158K 0.19% 116
2018
Q2 		$7.18M Sell
98,586
-3,349
-3% -$243K 0.17% 118
2018
Q1 		$7.08M Sell
101,935
-32,520
-24% -$2.13M 0.17% 108
2017
Q4 		$5.19M Buy
134,455
+59,187
+79% +$2.76M 0.13% 128
2017
Q3 		$3.46M Buy
75,268
+37,221
+98% +$1.58M 0.08% 149
2017
Q2 		$1.38M Buy
38,047
+8,667
+29% +$319K 0.03% 159
2017
Q1 		$1.05M Buy
29,380
+13,811
+89% +$460K 0.03% 160
2016
Q4 		$503K Buy
+15,569
New +$468K 0.01% 201

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Migdal Insurance & Financial Holdings's HEI Position: Q4 2020 in Review

Migdal Insurance & Financial Holdings sold out of HEICO Corp (HEI) in Q4 2020, closing a stake of 799 shares — an estimated $84K sold.

Migdal Insurance & Financial Holdings first reported a position in HEI in Q4 2016 and held it in 16 quarters. The position peaked at $8.95M in Q3 2018. 421 funds tracked by Wall St. Rank hold HEI as of Q4 2020.

  • Migdal Insurance & Financial Holdings reported no remaining HEICO Corp position as of Q4 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 799 HEICO Corp shares in Q4 2020, an estimated $84K.
  • Migdal Insurance & Financial Holdings first reported a position in HEICO Corp in Q4 2016 and held it in 16 quarters.
  • Migdal Insurance & Financial Holdings's HEICO Corp position peaked at $8.95M in Q3 2018.
  • 421 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2020, filed 8 Feb 2021.