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Professional Planning’s HEICO Corp HEI Stock Holding History

Professional Planning’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
Q1 		– Sell
-11,292
Closed -$1.5M – 129
2020
Q4 		$1.5M Sell
11,292
-150
-1% -$18.3K 0.6% 35
2020
Q3 		$1.2M Sell
11,442
-2,508
-18% -$259K 0.91% 23
2020
Q2 		$1.39M Sell
13,950
-1,397
-9% -$129K 0.74% 27
2020
Q1 		$1.14M Sell
15,347
-2,343
-13% -$256K 1.32% 21
2019
Q4 		$2.02M Sell
17,690
-228
-1% -$28.1K 1.75% 18
2019
Q3 		$2.24M Sell
17,918
-546
-3% -$74.6K 2.38% 15
2019
Q2 		$2.47M Sell
18,464
-161
-0.9% -$17.9K 2.91% 13
2019
Q1 		$1.77M Sell
18,625
-9,003
-33% -$785K 2.16% 16
2018
Q4 		$2M Buy
27,628
+10,447
+61% +$871K 2.73% 15
2018
Q3 		$1.59M Buy
17,181
+6,795
+65% +$559K 2.23% 13
2018
Q2 		$757K Buy
+10,386
New +$754K 1.2% 20

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Professional Planning's HEI Position: Q1 2021 in Review

Professional Planning sold out of HEICO Corp (HEI) in Q1 2021, closing a stake of 11,292 shares — an estimated $1.5M sold.

Professional Planning first reported a position in HEI in Q2 2018 and held it in 11 quarters. The position peaked at $2.47M in Q2 2019. 425 funds tracked by Wall St. Rank hold HEI as of Q1 2021.

  • Professional Planning reported no remaining HEICO Corp position as of Q1 2021 after selling out during the quarter.
  • Professional Planning sold 11,292 HEICO Corp shares in Q1 2021, an estimated $1.5M.
  • Professional Planning first reported a position in HEICO Corp in Q2 2018 and held it in 11 quarters.
  • Professional Planning's HEICO Corp position peaked at $2.47M in Q2 2019.
  • 425 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2021.

Based on Professional Planning's 13F filing for Q1 2021, filed 14 May 2021.