SecurityHEI / HEICO Corp.
InstitutionMark Sheptoff Financial Planning, Llc
Shares4,840
Value $ 353,000
Related HEI.A / HEICO Corp.

Mark Sheptoff Financial Planning, Llc reports 24.94% increase in ownership of HEI / HEICO Corp.

August 09, 2018 - Mark Sheptoff Financial Planning, Llc has filed a 13F-HR form disclosing ownership of 4,840 shares of HEICO Corp. (NYSE:HEI) with total holdings valued at $353,000 USD as of June 30, 2018. Mark Sheptoff Financial Planning, Llc had filed a previous 13F-HR on May 08, 2018 disclosing 3,874 shares of HEICO Corp. at a value of $336,000 USD. This represents a change in shares of 24.94 percent and a change in value of 5.06 percent during the quarter.

Other investors with positions similar to Mark Sheptoff Financial Planning, Llc include Verity Asset Management, Inc., State of Alaska, Department of Revenue, Ladenburg Thalmann Financial Services Inc, Great West Life Assurance Co /can/, CIBC Asset Management Inc, and Voya Financial Advisors, Inc..

HEICO Corp. has declared a standard industrial code (sic) of 3724 which is the "Aircraft Engines and Engine Parts" industry. Mark Sheptoff Financial Planning, Llc's top industries are "Printing, Publishing, And Allied Industries" (sic 27), "Apparel And Other Finished Products Made From Fabrics And Similar Materials" (sic 23), and "Furniture And Fixtures" (sic 25).

13F Filings

The Security, Class, and CUSIP columns in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names and cusips.

In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Effective
Date
Form Security Class CUSIP Share
Price
Shares Change
(%)
Value
(x1000)
Change
(%)
Cost
(x1000)
Profit
(x1000)
Return
(%)
2018-06-30 13F-HR HEICO CORP COM 422806109 79.83 4,840 24.94 353 5.06 77 -60 -17.89
2018-03-31 13F-HR HEICO CORP COM 422806109 90.46 3,874 24.97 336 15.07 70 -26 -8.91
2017-12-31 13F-HR HEICO CORP COM 422806109 91.95 3,100 -6.06 292 -1.35 -18 14 4.86
2017-09-30 13F-HR HEICO CORP COM 422806109 3,300 296

Related SEC Filings

HEI / HEICO Corp. / Select Equity Group, L.P. - AMENDMENT NO. 1 (Passive Investment)

2018-02-16 sec.gov
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)*  Heico Corporation (Name of Issuer) Common Stock (Title of Class of Securities) 422806109  (CUSIP Number) December 31, 2017 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒             Rule 13d-1(b) □ Rule 13d-1(c) □ Rule 13d-1(d) *The remainder of this cover page sh

HEI / HEICO Corp. / Select Equity Group, L.P. - AMENDMENT NO. 1 (Passive Investment)

2018-02-16 sec.gov
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)*  Heico Corporation (Name of Issuer) Common Stock (Title of Class of Securities) 422806109  (CUSIP Number) December 31, 2017 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒             Rule 13d-1(b) □ Rule 13d-1(c) □ Rule 13d-1(d) *The remainder of this cover page sh

HEI / HEICO Corp. / FMR LLC / Fidelity - 3G (Passive Investment)

2018-02-13 sec.gov
SCHEDULE 13G Amendment No. 0 HEICO CORP NEW CLASS A COMMON STOCK Cusip #422806208 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #422806208 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 592,135 Item 6: 0 Item 7: 2,712,256 Item 8: 0 Item 9: 2,712,256 Item 11: 5.

HEI / HEICO Corp. / FMR LLC / Fidelity - 3G (Passive Investment)

2018-02-13 sec.gov
SCHEDULE 13G Amendment No. 0 HEICO CORP NEW CLASS A COMMON STOCK Cusip #422806208 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #422806208 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 592,135 Item 6: 0 Item 7: 2,712,256 Item 8: 0 Item 9: 2,712,256 Item 11: 5.

HEI / HEICO Corp. / VANGUARD GROUP INC - 3G/A (Passive Investment)

2018-02-14 sec.gov
heicocorp_1.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   Schedule 13G   Under the Securities Exchange Act of 1934 (Amendment No.: 2 )*       Name of issuer:  HEICO Corp     Title of Class of Securities:  Common Stock     CUSIP Number:  422806208     Date of Event Which Requires Filing of this Statement: December 31, 2017   Check the appropriate box to designate the rule pursuant to which this Schedule is filed:   (X) Rule 13d-1(b)   

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CUSIP: 422806109