SFS
HEI icon

Sowell Financial Services’s HEICO Corp HEI Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-99
Closed -$14K – 1458
2021
Q1 		$14K Hold
99
– – ﹤0.01% 2190
2020
Q4 		$13K Buy
99
+20
+25% +$2.44K ﹤0.01% 1911
2020
Q3 		$8K Buy
+79
New +$8.16K ﹤0.01% 1865
2020
Q2 		– Sell
-4
Closed – – 2547
2020
Q1 		$0 Buy
+4
New +$437 ﹤0.01% 2533

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $484B AUM 34.9% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sowell Financial Services's HEI Position: Q2 2021 in Review

Sowell Financial Services sold out of HEICO Corp (HEI) in Q2 2021, closing a stake of 99 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in HEI in Q1 2020 and held it in 4 quarters. The position peaked at $14K in Q1 2021. 424 funds tracked by Wall St. Rank hold HEI as of Q2 2021.

  • Sowell Financial Services reported no remaining HEICO Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 99 HEICO Corp shares in Q2 2021, an estimated $14K.
  • Sowell Financial Services first reported a position in HEICO Corp in Q1 2020 and held it in 4 quarters.
  • Sowell Financial Services's HEICO Corp position peaked at $14K in Q1 2021.
  • 424 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.