Prelude Capital Management’s HEICO Corp HEI Stock Holding History

Prelude 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
2020 Q1	–	Sell	-2,853	Closed	-$326K	–	1667
2019 Q4	$326K	Buy	2,853 +1,978	+226%	+$243K	0.01%	692
2019 Q3	$109K	Buy	875 +90	+11%	+$12.3K	﹤0.01%	920
2019 Q2	$105K	Buy	785 +698	+802%	+$77.6K	0.01%	927
2019 Q1	$8K	Sell	87 -834	-91%	-$72.7K	﹤0.01%	1516
2018 Q4	$71K	Sell	921 -267	-22%	-$22.3K	﹤0.01%	1028
2018 Q3	$110K	Buy	+1,188	New	+$97.7K	0.01%	932
2017 Q1	–	Sell	-1,111	Closed	-$35K	–	1603
2016 Q4	$35K	Buy	+1,111	New	+$33.4K	﹤0.01%	1166
2015 Q1	–	Sell	-1,709	Closed	-$42K	–	2026
2014 Q4	$42K	Hold	1,709	–	–	0.01%	1324
2014 Q3	$33K	Buy	+1,709	New	+$35.6K	﹤0.01%	1598
2013 Q4	–	Sell	-1,678	Closed	-$37K	–	1727
2013 Q3	$37K	Buy	+1,678	New	+$32.9K	0.01%	996

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prelude Capital Management's HEI Position: Q1 2020 in Review

Prelude Capital Management sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 2,853 shares — an estimated $326K sold.

Prelude Capital Management first reported a position in HEI in Q3 2013 and held it in 10 quarters. The position peaked at $326K in Q4 2019. 396 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

Prelude Capital Management reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
Prelude Capital Management sold 2,853 HEICO Corp shares in Q1 2020, an estimated $326K.
Prelude Capital Management first reported a position in HEICO Corp in Q3 2013 and held it in 10 quarters.
Prelude Capital Management's HEICO Corp position peaked at $326K in Q4 2019.
396 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Prelude Capital Management's 13F filing for Q1 2020, filed 15 May 2020.