Tuttle Capital Management’s HEICO Corp HEI Stock Holding History

Tuttle Capital 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
2021 Q3	–	Sell	-6,454	Closed	-$900K	–	186
2021 Q2	$900K	Buy	6,454 +1,801	+39%	+$249K	0.4%	105
2021 Q1	$585K	Buy	+4,653	New	+$598K	0.23%	108
2019 Q4	–	Sell	-17,824	Closed	-$2.68M	–	166
2019 Q3	$2.68M	Buy	+17,824	New	+$2.44M	0.71%	38

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Tuttle Capital Management's HEI Position: Q3 2021 in Review

Tuttle Capital Management sold out of HEICO Corp (HEI) in Q3 2021, closing a stake of 6,454 shares — an estimated $900K sold.

Tuttle Capital Management first reported a position in HEI in Q3 2019 and held it in 3 quarters. The position peaked at $2.68M in Q3 2019. 400 funds tracked by Wall St. Rank hold HEI as of Q3 2021.

Tuttle Capital Management reported no remaining HEICO Corp position as of Q3 2021 after selling out during the quarter.
Tuttle Capital Management sold 6,454 HEICO Corp shares in Q3 2021, an estimated $900K.
Tuttle Capital Management first reported a position in HEICO Corp in Q3 2019 and held it in 3 quarters.
Tuttle Capital Management's HEICO Corp position peaked at $2.68M in Q3 2019.
400 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2021.

Based on Tuttle Capital Management's 13F filing for Q3 2021, filed 20 Oct 2021.