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Bleakley Financial Group’s HEICO Corp HEI Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-2,180
Closed -$518K – 705
2024
Q4 		$518K Sell
2,180
-9
-0.4% -$2.33K 0.02% 611
2024
Q3 		$572K Buy
2,189
+24
+1% +$5.81K 0.02% 563
2024
Q2 		$484K Buy
2,165
+11
+0.5% +$2.32K 0.01% 625
2024
Q1 		$411K Buy
2,154
+9
+0.4% +$1.67K 0.01% 671
2023
Q4 		$384K Buy
+2,145
New +$363K 0.01% 660

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bleakley Financial Group's HEI Position: Q1 2025 in Review

Bleakley Financial Group sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 2,180 shares — an estimated $518K sold.

Bleakley Financial Group first reported a position in HEI in Q4 2023 and held it in 5 quarters. The position peaked at $572K in Q3 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Bleakley Financial Group reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,180 HEICO Corp shares in Q1 2025, an estimated $518K.
  • Bleakley Financial Group first reported a position in HEICO Corp in Q4 2023 and held it in 5 quarters.
  • Bleakley Financial Group's HEICO Corp position peaked at $572K in Q3 2024.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.