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Quest Investment Management’s HEICO Corp HEI Stock Holding History

Quest Investment 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
2014
Q4 		– Sell
-13,472
Closed -$258K – 157
2014
Q3 		$258K Sell
13,472
-9,765
-42% -$204K 0.03% 192
2014
Q2 		$494K Sell
23,237
-2,014
-8% -$45.3K 0.05% 131
2014
Q1 		$622K Buy
25,251
+3,418
+16% +$81.3K 0.06% 114
2013
Q4 		$518K Sell
21,833
-18
-0.1% -$405 0.04% 129
2013
Q3 		$485K Buy
+21,851
New +$429K 0.04% 134

Other funds holding HEI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quest Investment Management's HEI Position: Q4 2014 in Review

Quest Investment Management sold out of HEICO Corp (HEI) in Q4 2014, closing a stake of 13,472 shares — an estimated $258K sold.

Quest Investment Management first reported a position in HEI in Q3 2013 and held it in 5 quarters. The position peaked at $622K in Q1 2014. 147 funds tracked by Wall St. Rank hold HEI as of Q4 2014.

  • Quest Investment Management reported no remaining HEICO Corp position as of Q4 2014 after selling out during the quarter.
  • Quest Investment Management sold 13,472 HEICO Corp shares in Q4 2014, an estimated $258K.
  • Quest Investment Management first reported a position in HEICO Corp in Q3 2013 and held it in 5 quarters.
  • Quest Investment Management's HEICO Corp position peaked at $622K in Q1 2014.
  • 147 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2014.

Based on Quest Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.