GoalVest Advisory’s HEICO Corp HEI Stock Holding History

GoalVest Advisory’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	-7	Closed	-$1.66K	–	515
2024 Q4	$1.66K	Buy	+7	New	+$1.81K	﹤0.01%	346

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

GoalVest Advisory's HEI Position: Q1 2025 in Review

GoalVest Advisory sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 7 shares — an estimated $1.66K sold.

GoalVest Advisory first reported a position in HEI in Q4 2024 and held it in 1 quarter. The position peaked at $1.66K in Q4 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

GoalVest Advisory reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 7 HEICO Corp shares in Q1 2025, an estimated $1.66K.
GoalVest Advisory first reported a position in HEICO Corp in Q4 2024 and held it in 1 quarter.
GoalVest Advisory's HEICO Corp position peaked at $1.66K in Q4 2024.
640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.