Tom Gayner’s HEICO Corp HEI Stock Holding History

Tom Gayner’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
2018 Q2	–	Sell	-5,859	Closed	-$407K	–	142
2018 Q1	$407K	Sell	5,859 -1,465	-20%	-$95.8K	0.01%	133
2017 Q4	$354K	Hold	7,324	–	–	0.01%	133
2017 Q3	$337K	Hold	7,324	–	–	0.01%	137
2017 Q2	$269K	Hold	7,324	–	–	0.01%	136
2017 Q1	$262K	Hold	7,324	–	–	0.01%	133
2016 Q4	$231K	Hold	7,324	–	–	0.01%	133
2016 Q3	$208K	Buy	+7,324	New	+$207K	0.01%	129

Other funds holding HEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Tom Gayner's HEI Position: Q2 2018 in Review

Tom Gayner sold out of HEICO Corp (HEI) in Q2 2018, closing a stake of 5,859 shares — an estimated $407K sold.

Tom Gayner first reported a position in HEI in Q3 2016 and held it in 7 quarters. The position peaked at $407K in Q1 2018. 290 funds tracked by Wall St. Rank hold HEI as of Q2 2018.

Tom Gayner reported no remaining HEICO Corp position as of Q2 2018 after selling out during the quarter.
Tom Gayner sold 5,859 HEICO Corp shares in Q2 2018, an estimated $407K.
Tom Gayner first reported a position in HEICO Corp in Q3 2016 and held it in 7 quarters.
Tom Gayner's HEICO Corp position peaked at $407K in Q1 2018.
290 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2018.

Based on Markel Group's 13F filing for Q2 2018, filed 3 Aug 2018.