CI Investments Inc’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.08M | Sell |
7,569
-156,467
| -95% | -$50.4M | 0.01% | 375 |
|
|
2025
Q4 | $53.1M | Buy |
164,036
+47,599
| +41% | +$15M | 0.23% | 98 |
|
|
2025
Q3 | $37.6M | Buy |
116,437
+7,162
| +7% | +$2.28M | 0.14% | 127 |
|
|
2025
Q2 | $35.8M | Buy |
109,275
+108,626
| +16,737% | +$30.1M | 0.13% | 136 |
|
|
2025
Q1 | $173K | Sell |
649
-26
| -4% | -$6.33K | ﹤0.01% | 765 |
|
|
2024
Q4 | $160K | Buy |
675
+140
| +26% | +$36.3K | ﹤0.01% | 805 |
|
|
2024
Q3 | $140K | Buy |
535
+9
| +2% | +$2.18K | ﹤0.01% | 757 |
|
|
2024
Q2 | $118K | Buy |
526
+168
| +47% | +$35.5K | ﹤0.01% | 769 |
|
|
2024
Q1 | $68K | Buy |
358
+55
| +18% | +$10.2K | ﹤0.01% | 968 |
|
|
2023
Q4 | $54K | Sell |
303
-204
| -40% | -$34.5K | ﹤0.01% | 961 |
|
|
2023
Q3 | $82K | Buy |
507
+16
| +3% | +$2.71K | ﹤0.01% | 865 |
|
|
2023
Q2 | $87K | Buy |
491
+10
| +2% | +$1.69K | ﹤0.01% | 814 |
|
|
2023
Q1 | $82K | Sell |
481
-6
| -1% | -$1.01K | ﹤0.01% | 779 |
|
|
2022
Q4 | $75K | Buy |
487
+315
| +183% | +$49K | ﹤0.01% | 821 |
|
|
2022
Q3 | $25K | Buy |
172
+35
| +26% | +$5.25K | ﹤0.01% | 992 |
|
|
2022
Q2 | $18K | Sell |
137
-30
| -18% | -$4.23K | ﹤0.01% | 986 |
|
|
2022
Q1 | $26K | Sell |
167
-57
| -25% | -$8.27K | ﹤0.01% | 1037 |
|
|
2021
Q4 | $32K | Buy |
224
+8
| +4% | +$1.13K | ﹤0.01% | 1057 |
|
|
2021
Q3 | $28K | Hold |
216
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q2 | $30K | Buy |
216
+85
| +65% | +$11.7K | ﹤0.01% | 1000 |
|
|
2021
Q1 | $16K | Sell |
131
-47
| -26% | -$6.04K | ﹤0.01% | 977 |
|
|
2020
Q4 | $24K | Buy |
178
+154
| +642% | +$18.8K | ﹤0.01% | 910 |
|
|
2020
Q3 | $3K | Buy |
+24
| New | +$2.48K | ﹤0.01% | 923 |
|
Other funds holding HEI
DAM
VPM
VCM