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Weld Capital Management’s HEICO Corp HEI Stock Holding History

Weld 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
Q2 		– Sell
-3,923
Closed -$494K – 294
2021
Q1 		$494K Buy
+3,923
New +$504K 0.21% 181
2020
Q4 		– Sell
-13,699
Closed -$1.43M – 557
2020
Q3 		$1.43M Buy
13,699
+6,371
+87% +$658K 0.57% 29
2020
Q2 		$730K Sell
7,328
-1,252
-15% -$116K 0.29% 118
2020
Q1 		$640K Buy
8,580
+162
+2% +$17.7K 0.33% 104
2019
Q4 		$961K Buy
+8,418
New +$1.04M 0.19% 193
2019
Q1 		– Sell
-3,507
Closed -$272K – 746
2018
Q4 		$272K Buy
+3,507
New +$292K 0.06% 515

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State Street
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RP
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Capital International Investors
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CS
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Bessemer Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return