AA
HEI icon

Ancora Advisors’s HEICO Corp HEI Stock Holding History

Ancora Advisors’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
2026
Q1 		$6.31K Buy
23
+18
+360% +$5.79K ﹤0.01% 1913
2025
Q4 		$1.62K Buy
+5
New +$1.58K ﹤0.01% 2172
2020
Q4 		– Sell
-966
Closed -$101K – 1495
2020
Q3 		$101K Sell
966
-304
-24% -$31.4K ﹤0.01% 725
2020
Q2 		$127K Sell
1,270
-522
-29% -$48.2K 0.01% 663
2020
Q1 		$134K Sell
1,792
-268
-13% -$29.3K 0.01% 721
2019
Q4 		$235K Buy
2,060
+442
+27% +$54.4K 0.01% 624
2019
Q3 		$202K Buy
+1,618
New +$221K 0.01% 588
2018
Q4 		– Sell
-566
Closed -$53K – 860
2018
Q3 		$53K Buy
+566
New +$46.5K ﹤0.01% 876
2017
Q1 		– Sell
-715
Closed -$23K – 806
2016
Q4 		$23K Buy
+715
New +$21.5K ﹤0.01% 913

Other funds holding HEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return