CHAM
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Clear Harbor Asset Management’s HEICO HEI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.68M Sell
26,468
-142
-0.5% -$46.6K 0.65% 34
2025
Q1
$7.11M Buy
26,610
+3,537
+15% +$945K 0.56% 44
2024
Q4
$5.49M Buy
23,073
+217
+0.9% +$51.6K 0.44% 57
2024
Q3
$5.98M Buy
22,856
+11
+0% +$2.88K 0.49% 52
2024
Q2
$5.11M Buy
22,845
+80
+0.4% +$17.9K 0.44% 58
2024
Q1
$4.35M Buy
22,765
+164
+0.7% +$31.3K 0.38% 66
2023
Q4
$4.04M Buy
22,601
+372
+2% +$66.5K 0.37% 65
2023
Q3
$3.6M Sell
22,229
-297
-1% -$48.1K 0.37% 62
2023
Q2
$3.99M Buy
22,526
+4,970
+28% +$879K 0.39% 63
2023
Q1
$3M Buy
+17,556
New +$3M 0.31% 78