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Anthracite Investment Company’s HEICO Corp HEI Stock Holding History

Anthracite Investment Company’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
2025
Q3 		– Sell
-7,000
Closed -$2.3M – 30
2025
Q2 		$2.3M Hold
7,000
– – 1.16% 32
2025
Q1 		$1.87M Hold
7,000
– – 1.04% 35
2024
Q4 		$1.66M Hold
7,000
– – 0.58% 56
2024
Q3 		$1.83M Hold
7,000
– – 0.81% 54
2024
Q2 		$1.57M Hold
7,000
– – 0.7% 52
2024
Q1 		$1.34M Hold
7,000
– – 0.49% 71
2023
Q4 		$1.25M Buy
+7,000
New +$1.19M 0.68% 51

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Anthracite Investment Company's HEI Position: Q3 2025 in Review

Anthracite Investment Company sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 7,000 shares — an estimated $2.3M sold.

Anthracite Investment Company first reported a position in HEI in Q4 2023 and held it in 7 quarters. The position peaked at $2.3M in Q2 2025. 714 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • Anthracite Investment Company reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
  • Anthracite Investment Company sold 7,000 HEICO Corp shares in Q3 2025, an estimated $2.3M.
  • Anthracite Investment Company first reported a position in HEICO Corp in Q4 2023 and held it in 7 quarters.
  • Anthracite Investment Company's HEICO Corp position peaked at $2.3M in Q2 2025.
  • 714 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Anthracite Investment Company's 13F filing for Q3 2025.