Question 1

Does Select Equity Group own HEI/A stock?

Accepted Answer

No. Select Equity Group exited its HEI/A (Heico) position in Q1 2021. Its Q4 2020 13F listed 242,133 shares worth $28.3M.

Question 2

How many shares of HEI/A does Select Equity Group own?

Accepted Answer

None since Q1 2021, when Select Equity Group exited the position. Its Q4 2020 13F listed 242,133 shares worth $28.3M.

Question 3

What is Select Equity Group's HEI/A position worth?

Accepted Answer

Select Equity Group's HEI/A position was worth $28.3M in its Q4 2020 13F, before the exit in Q1 2021.

Question 4

Is Select Equity Group buying or selling HEI/A?

Accepted Answer

In Q1 2021, Select Equity Group exited its entire HEI/A position.

Question 5

When did Select Equity Group first buy HEI/A?

Accepted Answer

Select Equity Group already held HEI/A in its Q4 2018 13F, the earliest on record, and listed it in 9 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$112.85	0
2020-Q4	Decreased	242,133	-12.1%	$28.3M	0.1%	$116.20	0
2020-Q3	Increased	275,579	+2.7%	$24.4M	0.1%	$88.01	35
2020-Q2	Decreased	268,259	-29.4%	$21.8M	0.1%	$80.65	0
2020-Q1	Increased	379,862	+20.0%	$24.3M	0.2%	$63.37	41
2019-Q4	Decreased	316,612	-8.7%	$28.3M	0.2%	$88.71	0
2019-Q3	Decreased	346,942	-44.1%	$33.8M	0.2%	$96.42	0
2019-Q2	Decreased	620,780	-39.8%	$64.2M	0.4%	$102.43	0
2019-Q1	Decreased	1M	-9.9%	$86.6M	0.6%	$83.24	0
2018-Q4	First report	1.1M	-	$72.1M	0.5%	—	0