Shine Investment Advisory Services’s HEICO Corp HEI Stock Holding History

Shine Investment Advisory Services’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 Q3	$12K	Hold	113	–	–	﹤0.01%	528
2020 Q2	$11K	Hold	113	–	–	﹤0.01%	541
2020 Q1	$8K	Hold	113	–	–	﹤0.01%	544
2019 Q4	$13K	Sell	113 -34	-23%	-$4.18K	0.01%	532
2019 Q3	$18K	Sell	147 -45	-23%	-$6.15K	0.01%	470
2019 Q2	$26K	Hold	192	–	–	0.01%	422
2019 Q1	$18K	Buy	192 +40	+26%	+$3.49K	0.01%	473
2018 Q4	$12K	Hold	152	–	–	0.01%	497
2018 Q3	$14K	Hold	152	–	–	0.01%	487
2018 Q2	$11K	Sell	152 -1	-0.7%	-$73	0.01%	511
2018 Q1	$11K	Sell	153 -38	-20%	-$2.48K	0.01%	512
2017 Q4	$9K	Buy	+191	New	+$8.91K	﹤0.01%	543

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Shine Investment Advisory Services's HEI Position: Q3 2020 in Review

Shine Investment Advisory Services held its HEICO Corp (HEI) position steady in Q3 2020 at 113 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Shine Investment Advisory Services first reported a position in HEI in Q4 2017 and has held it in 12 quarters since. The position peaked at $26K in Q2 2019. 397 funds tracked by Wall St. Rank hold HEI as of Q3 2020.

Shine Investment Advisory Services held 113 shares of HEICO Corp worth $12K as of Q3 2020.
Shine Investment Advisory Services left its HEICO Corp share count unchanged in Q3 2020.
HEICO Corp made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #528 holding.
Shine Investment Advisory Services first reported a position in HEICO Corp in Q4 2017 and has held it in 12 quarters since.
Shine Investment Advisory Services's HEICO Corp position peaked at $26K in Q2 2019.
397 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.