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Piedmont Investment Advisors’s HEICO Corp HEI Stock Holding History

Piedmont Investment 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
2020
Q2 		– Sell
-3,890
Closed -$290K – 301
2020
Q1 		$290K Buy
3,890
+957
+33% +$105K 0.01% 618
2019
Q4 		$335K Sell
2,933
-30
-1% -$3.69K 0.01% 699
2019
Q3 		$370K Buy
2,963
+29
+1% +$3.96K 0.01% 656
2019
Q2 		$393K Buy
2,934
+65
+2% +$7.23K 0.02% 650
2019
Q1 		$272K Buy
2,869
+45
+2% +$3.92K 0.01% 867
2018
Q4 		$219K Buy
2,824
+11
+0.4% +$917 0.01% 891
2018
Q3 		$261K Buy
+2,813
New +$231K 0.01% 848

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Piedmont Investment Advisors's HEI Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of HEICO Corp (HEI) in Q2 2020, closing a stake of 3,890 shares — an estimated $290K sold.

Piedmont Investment Advisors first reported a position in HEI in Q3 2018 and held it in 7 quarters. The position peaked at $393K in Q2 2019. 394 funds tracked by Wall St. Rank hold HEI as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining HEICO Corp position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 3,890 HEICO Corp shares in Q2 2020, an estimated $290K.
  • Piedmont Investment Advisors first reported a position in HEICO Corp in Q3 2018 and held it in 7 quarters.
  • Piedmont Investment Advisors's HEICO Corp position peaked at $393K in Q2 2019.
  • 394 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.