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	–	1758
2019 Q4	$326K	Buy	2,853 +1,978	+226%	+$243K	0.04%	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	–	1611
2016 Q4	$35K	Buy	+1,111	New	+$33.4K	﹤0.01%	1166
2015 Q1	–	Sell	-1,709	Closed	-$42K	–	2035
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	–	1734
2013 Q3	$37K	Buy	+1,678	New	+$32.9K	0.01%	996

Other funds holding HEI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Fisher Asset Management

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Franklin Resources

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

Geode Capital Management

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