Peddock Capital Advisors’s HEICO Corp HEI Stock Holding History

Peddock Capital Advisors’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
2021 Q1	–	Sell	-296	Closed	-$39K	–	210
2020 Q4	$39K	Buy	+296	New	+$36.1K	0.02%	182
2020 Q1	–	Sell	-296	Closed	-$34K	–	160
2019 Q4	$34K	Buy	+296	New	+$36.4K	0.02%	174
2019 Q2	–	Sell	-296	Closed	-$28K	–	159
2019 Q1	$28K	Hold	296	–	–	0.02%	183
2018 Q4	$23K	Hold	296	–	–	0.01%	196
2018 Q3	$27K	Hold	296	–	–	0.01%	196
2018 Q2	$22K	Hold	296	–	–	0.01%	202
2018 Q1	$21K	Sell	296 -75	-20%	-$4.91K	0.01%	199
2017 Q4	$18K	Hold	371	–	–	0.01%	210
2017 Q3	$17K	Buy	+371	New	+$15.8K	0.01%	208

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Peddock Capital Advisors's HEI Position: Q1 2021 in Review

Peddock Capital Advisors sold out of HEICO Corp (HEI) in Q1 2021, closing a stake of 296 shares — an estimated $39K sold.

Peddock Capital Advisors first reported a position in HEI in Q3 2017 and held it in 9 quarters. The position peaked at $39K in Q4 2020. 427 funds tracked by Wall St. Rank hold HEI as of Q1 2021.

Peddock Capital Advisors reported no remaining HEICO Corp position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 296 HEICO Corp shares in Q1 2021, an estimated $39K.
Peddock Capital Advisors first reported a position in HEICO Corp in Q3 2017 and held it in 9 quarters.
Peddock Capital Advisors's HEICO Corp position peaked at $39K in Q4 2020.
427 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.