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Artemis Investment Management’s HEICO Corp HEI Stock Holding History

Artemis 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
2025
Q4 		– Sell
-34,495
Closed -$11.1M – 206
2025
Q3 		$11.1M Sell
34,495
-2,463
-7% -$784K 0.14% 137
2025
Q2 		$12.1M Buy
36,958
+8,469
+30% +$2.34M 0.16% 140
2025
Q1 		$7.61M Buy
+28,489
New +$6.94M 0.12% 143
2017
Q4 		– Sell
-196,543
Closed -$9.04M – 233
2017
Q3 		$9.04M Sell
196,543
-4,023
-2% -$171K 0.19% 133
2017
Q2 		$7.38M Buy
+200,566
New +$7.38M 0.18% 136

Other funds holding HEI

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return