E Fund Management’s HEICO Corp HEI Stock Holding History

E Fund Management’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	-1,800	Closed	-$428K	–	415
2024 Q4	$428K	Buy	+1,800	New	+$466K	0.02%	248

Other funds holding HEI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

E Fund Management's HEI Position: Q1 2025 in Review

E Fund Management sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 1,800 shares — an estimated $428K sold.

E Fund Management first reported a position in HEI in Q4 2024 and held it in 1 quarter. The position peaked at $428K in Q4 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

E Fund Management reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
E Fund Management sold 1,800 HEICO Corp shares in Q1 2025, an estimated $428K.
E Fund Management first reported a position in HEICO Corp in Q4 2024 and held it in 1 quarter.
E Fund Management's HEICO Corp position peaked at $428K in Q4 2024.
640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on E Fund Management's 13F filing for Q1 2025, filed 13 May 2025.