CIBC World Market
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CIBC World Market’s HEICO Corp HEI Stock Holding History

CIBC World Market’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
2026
Q1 		– Sell
-1,289
Closed -$417K – 1532
2025
Q4 		$417K Hold
1,289
– – ﹤0.01% 1176
2025
Q3 		$416K Sell
1,289
-304
-19% -$96.7K ﹤0.01% 1156
2025
Q2 		$523K Buy
1,593
+133
+9% +$36.8K ﹤0.01% 1038
2025
Q1 		$390K Buy
+1,460
New +$356K ﹤0.01% 1093
2022
Q4 		– Sell
-1,480
Closed -$213K – 1284
2022
Q3 		$213K Buy
+1,480
New +$222K ﹤0.01% 1122
2022
Q1 		– Sell
-2,550
Closed -$368K – 1359
2021
Q4 		$368K Buy
2,550
+168
+7% +$23.7K ﹤0.01% 1067
2021
Q3 		$314K Sell
2,382
-329
-12% -$43.3K ﹤0.01% 1118
2021
Q2 		$378K Buy
+2,711
New +$374K ﹤0.01% 1078
2019
Q3 		– Sell
-8,756
Closed -$1.17M – 1128
2019
Q2 		$1.17M Sell
8,756
-2,408
-22% -$268K 0.01% 608
2019
Q1 		$1.06M Buy
+11,164
New +$974K 0.01% 645

Other funds holding HEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return