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Lindbrook Capital’s HEICO Corp HEI Stock Holding History

Lindbrook Capital’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 		$56.9K Buy
213
+17
+9% +$4.14K 0.01% 940
2024
Q4 		$46.6K Buy
196
+5
+3% +$1.29K ﹤0.01% 845
2024
Q3 		$49.9K Hold
191
– – ﹤0.01% 817
2024
Q2 		$42.7K Buy
191
+48
+34% +$10.1K ﹤0.01% 861
2024
Q1 		$27.3K Buy
143
+8
+6% +$1.49K ﹤0.01% 1058
2023
Q4 		$24.1K Buy
135
+47
+53% +$7.96K ﹤0.01% 1079
2023
Q3 		$14.3K Buy
88
+37
+73% +$6.28K ﹤0.01% 1229
2023
Q2 		$9.02K Buy
51
+2
+4% +$337 ﹤0.01% 1525
2023
Q1 		$8.38K Sell
49
-12
-20% -$2.02K ﹤0.01% 1562
2022
Q4 		$9.37K Buy
61
+12
+24% +$1.87K ﹤0.01% 1469
2022
Q3 		$7K Buy
49
+3
+7% +$450 ﹤0.01% 1488
2022
Q2 		$6K Buy
46
+4
+10% +$564 ﹤0.01% 1471
2022
Q1 		$6K Hold
42
– – ﹤0.01% 1525
2021
Q4 		$6K Hold
42
– – ﹤0.01% 1441
2021
Q3 		$6K Sell
42
-6
-13% -$790 ﹤0.01% 1188
2021
Q2 		$7K Buy
48
+4
+9% +$552 ﹤0.01% 1191
2021
Q1 		$6K Sell
44
-5
-10% -$642 ﹤0.01% 1208
2020
Q4 		$6K Buy
49
+7
+17% +$854 ﹤0.01% 1112
2020
Q3 		$4K Hold
42
– – ﹤0.01% 1174
2020
Q2 		$4K Buy
42
+13
+45% +$1.2K ﹤0.01% 1158
2020
Q1 		$2K Buy
29
+7
+32% +$765 ﹤0.01% 1289
2019
Q4 		$3K Buy
+22
New +$2.71K ﹤0.01% 1203

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's HEI Position: Q1 2025 in Review

Lindbrook Capital increased its HEICO Corp (HEI) stake by 8.7% in Q1 2025, buying an estimated $4.14K and bringing the position to 213 shares worth $56.9K. The position accounts for 0.01% of the portfolio, ranked #940.

Lindbrook Capital first reported a position in HEI in Q4 2019 and has held it in 22 quarters since. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Lindbrook Capital held 213 shares of HEICO Corp worth $56.9K as of Q1 2025.
  • Lindbrook Capital bought 17 HEICO Corp shares in Q1 2025, an estimated $4.14K.
  • HEICO Corp made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #940 holding.
  • Lindbrook Capital first reported a position in HEICO Corp in Q4 2019 and has held it in 22 quarters since.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.