Gardner Lewis Asset Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
9,651
-1,067
| -10% | -$350K | 0.79% | 40 |
|
|
2025
Q1 | $2.86M | Sell |
10,718
-120
| -1% | -$32.1K | 0.69% | 45 |
|
|
2024
Q4 | $2.58M | Buy |
10,838
+195
| +2% | +$46.4K | 0.62% | 39 |
|
|
2024
Q3 | $2.78M | Hold |
10,643
| – | – | 0.78% | 37 |
|
|
2024
Q2 | $2.38M | Sell |
10,643
-1,110
| -9% | -$248K | 0.65% | 41 |
|
|
2024
Q1 | $2.24M | Buy |
11,753
+5,990
| +104% | +$1.14M | 0.62% | 40 |
|
|
2023
Q4 | $1.03M | Buy |
+5,763
| New | +$1.03M | 0.35% | 48 |
|
|
2016
Q2 | – | Sell |
-33,154
| Closed | -$817K | – | 115 |
|
|
2016
Q1 | $817K | Buy |
+33,154
| New | +$817K | 0.16% | 64 |
|