Mackenzie Financial’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.6M | Buy |
157,384
+4,125
| +3% | +$1.35M | 0.07% | 226 |
|
|
2025
Q1 | $40.9M | Buy |
+153,259
| New | +$40.9M | 0.06% | 241 |
|
|
2021
Q1 | – | Sell |
-10,501
| Closed | -$1.39M | – | 1156 |
|
|
2020
Q4 | $1.39M | Buy |
10,501
+1,319
| +14% | +$175K | ﹤0.01% | 666 |
|
|
2020
Q3 | $961K | Sell |
9,182
-3,527
| -28% | -$369K | ﹤0.01% | 670 |
|
|
2020
Q2 | $1.27M | Sell |
12,709
-57,331
| -82% | -$5.71M | ﹤0.01% | 639 |
|
|
2020
Q1 | $5.23M | Buy |
70,040
+11,810
| +20% | +$881K | 0.02% | 339 |
|
|
2019
Q4 | $6.65M | Buy |
58,230
+13,018
| +29% | +$1.49M | 0.02% | 392 |
|
|
2019
Q3 | $5.65M | Buy |
+45,212
| New | +$5.65M | 0.01% | 413 |
|