Dimensional Fund Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.3M | Buy |
198,942
+5,107
| +3% | +$1.68M | 0.02% | 1336 |
|
|
2025
Q1 | $51.8M | Buy |
193,835
+10,608
| +6% | +$2.83M | 0.01% | 1456 |
|
|
2024
Q4 | $43.6M | Buy |
183,227
+6,877
| +4% | +$1.64M | 0.01% | 1590 |
|
|
2024
Q3 | $46.1M | Buy |
176,350
+2,174
| +1% | +$568K | 0.01% | 1554 |
|
|
2024
Q2 | $39M | Buy |
174,176
+5,412
| +3% | +$1.21M | 0.01% | 1616 |
|
|
2024
Q1 | $32.2M | Buy |
168,764
+4,906
| +3% | +$937K | 0.01% | 1732 |
|
|
2023
Q4 | $29.3M | Buy |
163,858
+4,977
| +3% | +$890K | 0.01% | 1784 |
|
|
2023
Q3 | $25.7M | Sell |
158,881
-419
| -0.3% | -$67.8K | 0.01% | 1783 |
|
|
2023
Q2 | $28.2M | Sell |
159,300
-1,494
| -0.9% | -$264K | 0.01% | 1734 |
|
|
2023
Q1 | $27.5M | Sell |
160,794
-6,649
| -4% | -$1.14M | 0.01% | 1744 |
|
|
2022
Q4 | $25.7K | Sell |
167,443
-11,106
| -6% | -$1.71K | 0.01% | 1730 |
|
|
2022
Q3 | $25.7M | Buy |
178,549
+2,844
| +2% | +$409K | 0.01% | 1682 |
|
|
2022
Q2 | $23M | Sell |
175,705
-20,902
| -11% | -$2.74M | 0.01% | 1775 |
|
|
2022
Q1 | $30.2M | Buy |
196,607
+3,233
| +2% | +$496K | 0.01% | 1745 |
|
|
2021
Q4 | $27.9M | Sell |
193,374
-28,239
| -13% | -$4.07M | 0.01% | 1797 |
|
|
2021
Q3 | $29.2M | Sell |
221,613
-4,745
| -2% | -$626K | 0.01% | 1789 |
|
|
2021
Q2 | $31.6M | Buy |
226,358
+8,051
| +4% | +$1.12M | 0.01% | 1793 |
|
|
2021
Q1 | $27.5M | Buy |
218,307
+6,412
| +3% | +$807K | 0.01% | 1866 |
|
|
2020
Q4 | $28.1M | Sell |
211,895
-39,803
| -16% | -$5.27M | 0.01% | 1803 |
|
|
2020
Q3 | $26.3M | Buy |
251,698
+4,135
| +2% | +$433K | 0.01% | 1693 |
|
|
2020
Q2 | $24.7M | Buy |
247,563
+7,749
| +3% | +$772K | 0.01% | 1756 |
|
|
2020
Q1 | $17.9M | Sell |
239,814
-39,286
| -14% | -$2.93M | 0.01% | 1816 |
|
|
2019
Q4 | $31.9M | Sell |
279,100
-15,854
| -5% | -$1.81M | 0.01% | 1780 |
|
|
2019
Q3 | $36.8M | Sell |
294,954
-3,616
| -1% | -$452K | 0.01% | 1638 |
|
|
2019
Q2 | $39.9M | Sell |
298,570
-19,430
| -6% | -$2.6M | 0.02% | 1617 |
|
|
2019
Q1 | $30.2M | Sell |
318,000
-14,568
| -4% | -$1.38M | 0.01% | 1821 |
|
|
2018
Q4 | $25.8M | Sell |
332,568
-14,624
| -4% | -$1.13M | 0.01% | 1845 |
|
|
2018
Q3 | $32.2M | Sell |
347,192
-51,203
| -13% | -$4.74M | 0.01% | 1846 |
|
|
2018
Q2 | $29.1M | Sell |
398,395
-13,630
| -3% | -$994K | 0.01% | 1890 |
|
|
2018
Q1 | $28.6M | Sell |
412,025
-159,301
| -28% | -$11.1M | 0.01% | 1845 |
|
|
2017
Q4 | $27.6M | Sell |
571,326
-4,090
| -0.7% | -$198K | 0.01% | 1876 |
|
|
2017
Q3 | $26.5M | Sell |
575,416
-30,135
| -5% | -$1.39M | 0.01% | 1880 |
|
|
2017
Q2 | $22.3M | Buy |
605,551
+22,030
| +4% | +$810K | 0.01% | 1958 |
|
|
2017
Q1 | $20.8M | Sell |
583,521
-38,637
| -6% | -$1.38M | 0.01% | 1963 |
|
|
2016
Q4 | $19.7M | Sell |
622,158
-362,761
| -37% | -$11.5M | 0.01% | 1992 |
|
|
2016
Q3 | $27.9M | Sell |
984,919
-91,443
| -8% | -$2.59M | 0.02% | 1640 |
|
|
2016
Q2 | $29.5M | Buy |
1,076,362
+44
| +0% | +$1.2K | 0.02% | 1527 |
|
|
2016
Q1 | $26.5M | Buy |
1,076,318
+11,164
| +1% | +$275K | 0.02% | 1579 |
|
|
2015
Q4 | $23.7M | Buy |
1,065,154
+83,440
| +8% | +$1.86M | 0.01% | 1629 |
|
|
2015
Q3 | $19.7M | Buy |
981,714
+152,778
| +18% | +$3.06M | 0.01% | 1775 |
|
|
2015
Q2 | $19.8M | Buy |
828,936
+1,292
| +0.2% | +$30.9K | 0.01% | 1856 |
|
|
2015
Q1 | $20.7M | Sell |
827,644
-6,660
| -0.8% | -$167K | 0.01% | 1756 |
|
|
2014
Q4 | $20.6M | Buy |
834,304
+32,615
| +4% | +$807K | 0.01% | 1719 |
|
|
2014
Q3 | $15.3M | Sell |
801,689
-14,747
| -2% | -$282K | 0.01% | 1881 |
|
|
2014
Q2 | $17.4M | Sell |
816,436
-11,757
| -1% | -$250K | 0.01% | 1785 |
|
|
2014
Q1 | $20.4M | Sell |
828,193
-13,345
| -2% | -$329K | 0.02% | 1565 |
|
|
2013
Q4 | $20M | Sell |
841,538
-8,599
| -1% | -$204K | 0.02% | 1550 |
|
|
2013
Q3 | $18.9M | Buy |
850,137
+845
| +0.1% | +$18.8K | 0.02% | 1485 |
|
|
2013
Q2 | $14M | Buy |
+849,292
| New | +$14M | 0.01% | 1687 |
|