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Omnia Family Wealth’s HEICO Corp HEI Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-31
Closed -$3K – 280
2019
Q1 		$3K Hold
31
– – ﹤0.01% 389
2018
Q4 		$2K Hold
31
– – ﹤0.01% 412
2018
Q3 		$3K Hold
31
– – ﹤0.01% 366
2018
Q2 		$2K Sell
31
-83
-73% -$6.03K ﹤0.01% 430
2018
Q1 		$8K Buy
114
+75
+192% +$4.91K ﹤0.01% 278
2017
Q4 		$2K Sell
39
-90
-70% -$4.2K ﹤0.01% 446
2017
Q3 		$6K Hold
129
– – ﹤0.01% 320
2017
Q2 		$5K Hold
129
– – ﹤0.01% 392
2017
Q1 		$5K Hold
129
– – ﹤0.01% 377
2016
Q4 		$4K Buy
+129
New +$3.88K ﹤0.01% 435

Other funds holding HEI

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return