Winslow Evans & Crocker’s HEICO Corp HEI Stock Holding History

Winslow Evans & Crocker’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 Q4	$8K	Hold	60	–	–	﹤0.01%	991
2020 Q3	$6K	Hold	60	–	–	﹤0.01%	841
2020 Q2	$6K	Buy	+60	New	+$5.54K	﹤0.01%	845
2020 Q1	–	Sell	-1,624	Closed	-$186K	–	1139
2019 Q4	$186K	Sell	1,624 -2,254	-58%	-$277K	0.05%	295
2019 Q3	$486K	Buy	3,878 +200	+5%	+$27.3K	0.14%	166
2019 Q2	$494K	Buy	3,678 +900	+32%	+$100K	0.14%	168
2019 Q1	$264K	Hold	2,778	–	–	0.08%	261
2018 Q4	$216K	Hold	2,778	–	–	0.07%	255
2018 Q3	$258K	Buy	2,778 +552	+25%	+$45.4K	0.08%	235
2018 Q2	$164K	Buy	+2,226	New	+$162K	0.05%	292

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Winslow Evans & Crocker's HEI Position: Q4 2020 in Review

Winslow Evans & Crocker held its HEICO Corp (HEI) position steady in Q4 2020 at 60 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Winslow Evans & Crocker first reported a position in HEI in Q2 2018 and has held it in 10 quarters since. The position peaked at $494K in Q2 2019. 420 funds tracked by Wall St. Rank hold HEI as of Q4 2020.

Winslow Evans & Crocker held 60 shares of HEICO Corp worth $8K as of Q4 2020.
Winslow Evans & Crocker left its HEICO Corp share count unchanged in Q4 2020.
HEICO Corp made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #991 holding.
Winslow Evans & Crocker first reported a position in HEICO Corp in Q2 2018 and has held it in 10 quarters since.
Winslow Evans & Crocker's HEICO Corp position peaked at $494K in Q2 2019.
420 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.