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Arthur M. Cohen & Associates’s HEICO Corp HEI Stock Holding History

Arthur M. Cohen & Associates’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
2024
Q4 		– Sell
-1,220
Closed -$320K – 141
2024
Q3 		$320K Hold
1,220
– – 0.06% 109
2024
Q2 		$273K Hold
1,220
– – 0.05% 115
2024
Q1 		$233K Hold
1,220
– – 0.05% 121
2023
Q4 		$218K Buy
+1,220
New +$207K 0.05% 127
2023
Q3 		– Sell
-1,220
Closed -$216K – 134
2023
Q2 		$216K Hold
1,220
– – 0.05% 125
2023
Q1 		$209K Buy
+1,220
New +$205K 0.06% 120
2020
Q1 		– Sell
-2,240
Closed -$305K – 114
2019
Q4 		$305K Hold
2,240
– – 0.09% 103
2019
Q3 		$305 Buy
+2,240
New +$306K 0.09% 97

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AM
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RP
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Morgan Stanley
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UBS Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return