Ken Fisher’s HEICO Corp Class A HEI.A Stock Holding History

Ken Fisher’s Portfolio HEI.A Stock Details HEI.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,726	Closed	-$352K	–	989
2024 Q3	$352K	Buy	+1,726	New	+$327K	﹤0.01%	808

Other funds holding HEI.A

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ken Fisher's HEI.A Position: Q4 2024 in Review

Ken Fisher sold out of HEICO Corp Class A (HEI.A) in Q4 2024, closing a stake of 1,726 shares — an estimated $352K sold.

Ken Fisher first reported a position in HEI.A in Q3 2024 and held it in 1 quarter. The position peaked at $352K in Q3 2024. 501 funds tracked by Wall St. Rank hold HEI.A as of Q4 2024.

Ken Fisher reported no remaining HEICO Corp Class A position as of Q4 2024 after selling out during the quarter.
Ken Fisher sold 1,726 HEICO Corp Class A shares in Q4 2024, an estimated $352K.
Ken Fisher first reported a position in HEICO Corp Class A in Q3 2024 and held it in 1 quarter.
Ken Fisher's HEICO Corp Class A position peaked at $352K in Q3 2024.
501 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q4 2024.

Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.