Washington Capital Management’s HEICO Corp HEI Stock Holding History

Washington 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
2020 Q1	–	Sell	-3,000	Closed	-$342K	–	98
2019 Q4	$342K	Hold	3,000	–	–	0.29%	89
2019 Q3	$375K	Sell	3,000 -2,000	-40%	-$273K	0.37%	82
2019 Q2	$669K	Hold	5,000	–	–	0.76%	31
2019 Q1	$474K	Hold	5,000	–	–	0.54%	63
2018 Q4	$387K	Hold	5,000	–	–	0.45%	69
2018 Q3	$463K	Sell	5,000 -2,813	-36%	-$231K	0.44%	72
2018 Q2	$570K	Hold	7,813	–	–	0.59%	37
2018 Q1	$543K	Sell	7,813 -1,953	-20%	-$128K	0.55%	44
2017 Q4	$472K	Hold	9,766	–	–	0.47%	59
2017 Q3	$449K	Sell	9,766 -4,918	-33%	-$209K	0.48%	57
2017 Q2	$540K	Sell	14,684 -1	-0%	-$37	0.61%	35
2017 Q1	$525K	Hold	14,685	–	–	0.61%	37
2016 Q4	$464K	Hold	14,685	–	–	0.57%	43
2016 Q3	$416K	Hold	14,685	–	–	0.57%	62
2016 Q2	$402K	Sell	14,685 -38,003	-72%	-$983K	0.57%	54
2016 Q1	$1.3M	Sell	52,688 -11,182	-18%	-$257K	0.95%	42
2015 Q4	$1.42M	Buy	63,870 +9,510	+17%	+$198K	0.88%	50
2015 Q3	$1.09M	Sell	54,360 -8,113	-13%	-$177K	0.68%	76
2015 Q2	$1.49M	Hold	62,473	–	–	0.84%	58
2015 Q1	$1.56M	Sell	62,473 -15,547	-20%	-$383K	0.9%	50
2014 Q4	$1.93M	Buy	+78,020	New	+$1.69M	0.81%	73

Other funds holding HEI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

American Century Companies

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Fisher Asset Management

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

Capital International Investors

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return