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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Capital Management's HEI Position: Q1 2020 in Review

Washington Capital Management sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 3,000 shares — an estimated $342K sold.

Washington Capital Management first reported a position in HEI in Q4 2014 and held it in 21 quarters. The position peaked at $1.93M in Q4 2014. 396 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

Washington Capital Management reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
Washington Capital Management sold 3,000 HEICO Corp shares in Q1 2020, an estimated $342K.
Washington Capital Management first reported a position in HEICO Corp in Q4 2014 and held it in 21 quarters.
Washington Capital Management's HEICO Corp position peaked at $1.93M in Q4 2014.
396 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on Washington Capital Management's 13F filing for Q1 2020, filed 6 May 2020.