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Forum Financial Management’s HEICO Corp HEI Stock Holding History

Forum Financial 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
-3,554
Closed -$845K – 895
2024
Q4 		$845K Sell
3,554
-481
-12% -$125K 0.01% 233
2024
Q3 		$1.06M Buy
4,035
+1
+0% +$242 0.02% 182
2024
Q2 		$902K Buy
4,034
+1
+0% +$211 0.02% 191
2024
Q1 		$770K Hold
4,033
– – 0.01% 233
2023
Q4 		$721K Hold
4,033
– – 0.01% 210
2023
Q3 		$653K Hold
4,033
– – 0.01% 220
2023
Q2 		$714K Sell
4,033
-2
-0% -$337 0.02% 217
2023
Q1 		$690K Buy
4,035
+1
+0% +$168 0.02% 198
2022
Q4 		$620K Buy
4,034
+1
+0% +$156 0.02% 209
2022
Q3 		$581K Hold
4,033
– – 0.03% 197
2022
Q2 		$529K Buy
4,033
+37
+0.9% +$5.21K 0.03% 225
2022
Q1 		$613K Buy
3,996
+33
+0.8% +$4.79K 0.03% 205
2021
Q4 		$572K Buy
+3,963
New +$559K 0.03% 217

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's HEI Position: Q1 2025 in Review

Forum Financial Management sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 3,554 shares — an estimated $845K sold.

Forum Financial Management first reported a position in HEI in Q4 2021 and held it in 13 quarters. The position peaked at $1.06M in Q3 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Forum Financial Management reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,554 HEICO Corp shares in Q1 2025, an estimated $845K.
  • Forum Financial Management first reported a position in HEICO Corp in Q4 2021 and held it in 13 quarters.
  • Forum Financial Management's HEICO Corp position peaked at $1.06M in Q3 2024.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.