Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s HEICO Corp HEI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-33,653
Closed -$8M – 1503
2024
Q4 		$8M Sell
33,653
-5,656
-14% -$1.47M 0.04% 375
2024
Q3 		$10.3M Sell
39,309
-14,297
-27% -$3.46M 0.05% 273
2024
Q2 		$12M Sell
53,606
-18,938
-26% -$4M 0.05% 254
2024
Q1 		$13.9M Buy
72,544
+21,589
+42% +$4.01M 0.06% 253
2023
Q4 		$9.11M Sell
50,955
-30,958
-38% -$5.24M 0.04% 291
2023
Q3 		$13.3M Buy
81,913
+39,046
+91% +$6.63M 0.07% 216
2023
Q2 		$7.58M Buy
42,867
+40,831
+2,005% +$6.88M 0.04% 311
2023
Q1 		$348K Sell
2,036
-1,207
-37% -$203K ﹤0.01% 977
2022
Q4 		$498K Buy
+3,243
New +$505K ﹤0.01% 862
2021
Q3 		– Sell
-16,101
Closed -$2.25M – 1120
2021
Q2 		$2.25M Sell
16,101
-561
-3% -$77.4K 0.01% 513
2021
Q1 		$2.1M Buy
16,662
+1,814
+12% +$233K 0.01% 551
2020
Q4 		$1.97M Buy
+14,848
New +$1.81M 0.01% 513
2020
Q1 		– Sell
-41,450
Closed -$4.73M – 1081
2019
Q4 		$4.73M Buy
41,450
+15,275
+58% +$1.88M 0.03% 279
2019
Q3 		$3.27M Buy
+26,175
New +$3.58M 0.02% 327

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s HEI Position: Q1 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 33,653 shares — an estimated $8M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in HEI in Q3 2019 and held it in 14 quarters. The position peaked at $13.9M in Q1 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 33,653 HEICO Corp shares in Q1 2025, an estimated $8M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in HEICO Corp in Q3 2019 and held it in 14 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s HEICO Corp position peaked at $13.9M in Q1 2024.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2025, filed 12 May 2025.