Polen Capital Management
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Polen Capital Management’s HEICO Corp HEI Stock Holding History

Polen 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
2021
Q4 		– Sell
-16,074
Closed -$2.12M – 95
2021
Q3 		$2.12M Buy
16,074
+554
+4% +$73K ﹤0.01% 77
2021
Q2 		$2.16M Buy
15,520
+1,107
+8% +$153K ﹤0.01% 74
2021
Q1 		$1.81M Buy
14,413
+1,296
+10% +$167K ﹤0.01% 69
2020
Q4 		$1.74M Buy
+13,117
New +$1.6M ﹤0.01% 69

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Polen Capital Management's HEI Position: Q4 2021 in Review

Polen Capital Management sold out of HEICO Corp (HEI) in Q4 2021, closing a stake of 16,074 shares — an estimated $2.12M sold.

Polen Capital Management first reported a position in HEI in Q4 2020 and held it in 4 quarters. The position peaked at $2.16M in Q2 2021. 414 funds tracked by Wall St. Rank hold HEI as of Q4 2021.

  • Polen Capital Management reported no remaining HEICO Corp position as of Q4 2021 after selling out during the quarter.
  • Polen Capital Management sold 16,074 HEICO Corp shares in Q4 2021, an estimated $2.12M.
  • Polen Capital Management first reported a position in HEICO Corp in Q4 2020 and held it in 4 quarters.
  • Polen Capital Management's HEICO Corp position peaked at $2.16M in Q2 2021.
  • 414 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2021.

Based on Polen Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.