ZIM
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Zacks Investment Management’s HEICO Corp HEI Stock Holding History

Zacks Investment 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
Q4 		– Sell
-8,178
Closed -$856K – 546
2020
Q3 		$856K Buy
8,178
+458
+6% +$47.3K 0.02% 341
2020
Q2 		$769K Sell
7,720
-656
-8% -$60.6K 0.02% 346
2020
Q1 		$625K Buy
+8,376
New +$916K 0.02% 359
2016
Q3 		– Sell
-12,507
Closed -$342K – 684
2016
Q2 		$342K Hold
12,507
– – 0.01% 484
2016
Q1 		$308K Buy
+12,507
New +$288K 0.01% 492
2015
Q1 		– Sell
-9,866
Closed -$244K – 658
2014
Q4 		$244K Buy
+9,866
New +$213K 0.01% 552

Other funds holding HEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return