Capital Group Investment Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Hold |
10,116
| – | – | 0.59% | 52 |
|
|
2025
Q1 | $2.7M | Hold |
10,116
| – | – | 0.55% | 59 |
|
|
2024
Q4 | $2.4M | Buy |
10,116
+207
| +2% | +$49.2K | 0.46% | 63 |
|
|
2024
Q3 | $2.59M | Buy |
9,909
+1,377
| +16% | +$360K | 0.52% | 60 |
|
|
2024
Q2 | $1.91M | Buy |
8,532
+2,970
| +53% | +$664K | 0.41% | 71 |
|
|
2024
Q1 | $1.06M | Hold |
5,562
| – | – | 0.19% | 126 |
|
|
2023
Q4 | $995K | Buy |
5,562
+972
| +21% | +$174K | 0.1% | 147 |
|
|
2023
Q3 | $743K | Buy |
+4,590
| New | +$743K | 0.05% | 157 |
|