Magnus Financial Group’s HEICO Corp HEI Stock Holding History

Magnus Financial Group’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	-1,007	Closed	-$239K	–	379
2024 Q4	$239K	Buy	+1,007	New	+$261K	0.02%	314

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

Magnus Financial Group's HEI Position: Q1 2025 in Review

Magnus Financial Group sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 1,007 shares — an estimated $239K sold.

Magnus Financial Group first reported a position in HEI in Q4 2024 and held it in 1 quarter. The position peaked at $239K in Q4 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

Magnus Financial Group reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
Magnus Financial Group sold 1,007 HEICO Corp shares in Q1 2025, an estimated $239K.
Magnus Financial Group first reported a position in HEICO Corp in Q4 2024 and held it in 1 quarter.
Magnus Financial Group's HEICO Corp position peaked at $239K in Q4 2024.
640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Magnus Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.