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Steamboat Capital Partners’s HEICO Corp HEI Stock Holding History

Steamboat Capital Partners’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
Q4 		– Sell
-61,806
Closed -$6.47M – 49
2020
Q3 		$6.47M Sell
61,806
-766
-1% -$79.1K 1.05% 34
2020
Q2 		$6.24M Sell
62,572
-25,287
-29% -$2.33M 1.16% 30
2020
Q1 		$6.55M Buy
+87,859
New +$9.61M 1.29% 33

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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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Steamboat Capital Partners's HEI Position: Q4 2020 in Review

Steamboat Capital Partners sold out of HEICO Corp (HEI) in Q4 2020, closing a stake of 61,806 shares — an estimated $6.47M sold.

Steamboat Capital Partners first reported a position in HEI in Q1 2020 and held it in 3 quarters. The position peaked at $6.55M in Q1 2020. 420 funds tracked by Wall St. Rank hold HEI as of Q4 2020.

  • Steamboat Capital Partners reported no remaining HEICO Corp position as of Q4 2020 after selling out during the quarter.
  • Steamboat Capital Partners sold 61,806 HEICO Corp shares in Q4 2020, an estimated $6.47M.
  • Steamboat Capital Partners first reported a position in HEICO Corp in Q1 2020 and held it in 3 quarters.
  • Steamboat Capital Partners's HEICO Corp position peaked at $6.55M in Q1 2020.
  • 420 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2020.

Based on Steamboat Capital Partners's 13F filing for Q4 2020, filed 16 Feb 2021.