Lord, Abbett & Co
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Lord, Abbett & Co’s HEICO Corp HEI Stock Holding History

Lord, Abbett & Co’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
-23,662
Closed -$5.63M – 557
2024
Q4 		$5.63M Sell
23,662
-98,878
-81% -$25.6M 0.02% 456
2024
Q3 		$32M Sell
122,540
-2,058
-2% -$498K 0.1% 245
2024
Q2 		$27.9M Buy
+124,598
New +$26.3M 0.09% 266
2023
Q3 		– Sell
-26,145
Closed -$4.63M – 552
2023
Q2 		$4.63M Buy
+26,145
New +$4.41M 0.02% 488
2021
Q1 		– Sell
-417,771
Closed -$55.3M – 659
2020
Q4 		$55.3M Buy
+417,771
New +$51M 0.15% 227
2019
Q4 		– Sell
-418,348
Closed -$52.2M – 698
2019
Q3 		$52.2M Sell
418,348
-441,827
-51% -$60.4M 0.18% 183
2019
Q2 		$115M Buy
860,175
+178,434
+26% +$19.8M 0.37% 53
2019
Q1 		$64.7M Buy
681,741
+282,906
+71% +$24.7M 0.22% 147
2018
Q4 		$30.9M Sell
398,835
-187,576
-32% -$15.6M 0.11% 281
2018
Q3 		$54.3M Buy
+586,411
New +$48.2M 0.15% 228
2016
Q4 		– Sell
-310,713
Closed -$8.81M – 909
2016
Q3 		$8.81M Sell
310,713
-579,853
-65% -$16.4M 0.03% 619
2016
Q2 		$24.4M Sell
890,566
-443,919
-33% -$11.5M 0.08% 371
2016
Q1 		$32.9M Buy
+1,334,485
New +$30.7M 0.1% 298
2013
Q3 		– Sell
-182,800
Closed -$3.02M – 1053
2013
Q2 		$3.02M Buy
+182,800
New +$2.8M 0.01% 890

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 $3.37T AUM 44.26% 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

Lord, Abbett & Co's HEI Position: Q1 2025 in Review

Lord, Abbett & Co sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 23,662 shares — an estimated $5.63M sold.

Lord, Abbett & Co first reported a position in HEI in Q2 2013 and held it in 14 quarters. The position peaked at $115M in Q2 2019. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Lord, Abbett & Co reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
  • Lord, Abbett & Co sold 23,662 HEICO Corp shares in Q1 2025, an estimated $5.63M.
  • Lord, Abbett & Co first reported a position in HEICO Corp in Q2 2013 and held it in 14 quarters.
  • Lord, Abbett & Co's HEICO Corp position peaked at $115M in Q2 2019.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Lord, Abbett & Co's 13F filing for Q1 2025, filed 13 May 2025.