Polianta Ltd’s HEICO Corp HEI Stock Holding History

Polianta Ltd’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 Q4	–	Sell	-7,800	Closed	-$974K	–	75
2019 Q3	$974K	Sell	7,800 -1,200	-13%	-$164K	0.62%	55
2019 Q2	$1.2M	Buy	+9,000	New	+$1M	0.52%	17

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polianta Ltd's HEI Position: Q4 2019 in Review

Polianta Ltd sold out of HEICO Corp (HEI) in Q4 2019, closing a stake of 7,800 shares — an estimated $974K sold.

Polianta Ltd first reported a position in HEI in Q2 2019 and held it in 2 quarters. The position peaked at $1.2M in Q2 2019. 452 funds tracked by Wall St. Rank hold HEI as of Q4 2019.

Polianta Ltd reported no remaining HEICO Corp position as of Q4 2019 after selling out during the quarter.
Polianta Ltd sold 7,800 HEICO Corp shares in Q4 2019, an estimated $974K.
Polianta Ltd first reported a position in HEICO Corp in Q2 2019 and held it in 2 quarters.
Polianta Ltd's HEICO Corp position peaked at $1.2M in Q2 2019.
452 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2019.

Based on Polianta Ltd's 13F filing for Q4 2019, filed 13 Jan 2020.