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Nine Chapters Capital Management’s HEICO Corp HEI Stock Holding History

Nine Chapters Capital 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
2017
Q3 		$323K Buy
+7,031
New +$299K 0.71% 60
2017
Q1 		– Sell
-8,057
Closed -$255K – 265
2016
Q4 		$255K Buy
+8,057
New +$242K 0.43% 84
2014
Q2 		– Sell
-30,518
Closed -$752K – 1007
2014
Q1 		$752K Buy
+30,518
New +$726K 0.09% 344

Other funds holding HEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nine Chapters Capital Management's HEI Position: Q3 2017 in Review

Nine Chapters Capital Management opened a new position in HEICO Corp (HEI) in Q3 2017: 7,031 shares worth $323K. The stake represents 0.71% of the portfolio and ranks #60 among its holdings. This is a return to the name: Nine Chapters Capital Management previously reported a position in HEI as recently as Q4 2016.

Nine Chapters Capital Management first reported a position in HEI in Q1 2014 and has held it in 3 quarters since. The position peaked at $752K in Q1 2014. 236 funds tracked by Wall St. Rank hold HEI as of Q3 2017.

  • Nine Chapters Capital Management held 7,031 shares of HEICO Corp worth $323K as of Q3 2017.
  • HEICO Corp was a new Nine Chapters Capital Management position in Q3 2017.
  • HEICO Corp made up 0.71% of Nine Chapters Capital Management's portfolio in Q3 2017, its #60 holding.
  • Nine Chapters Capital Management first reported a position in HEICO Corp in Q1 2014 and has held it in 3 quarters since.
  • Nine Chapters Capital Management's HEICO Corp position peaked at $752K in Q1 2014.
  • 236 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2017.

Based on Nine Chapters Capital Management's 13F filing for Q3 2017, filed 31 Oct 2017.