Morgan Stanley’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $287M | Buy |
876,152
+48,106
| +6% | +$15.8M | 0.02% | 704 |
|
2025
Q1 | $221M | Sell |
828,046
-21,621
| -3% | -$5.78M | 0.02% | 793 |
|
2024
Q4 | $202M | Buy |
849,667
+46,561
| +6% | +$11.1M | 0.01% | 834 |
|
2024
Q3 | $210M | Buy |
803,106
+3,425
| +0.4% | +$896K | 0.02% | 795 |
|
2024
Q2 | $179M | Sell |
799,681
-63,672
| -7% | -$14.2M | 0.01% | 860 |
|
2024
Q1 | $165M | Sell |
863,353
-458,287
| -35% | -$87.5M | 0.01% | 889 |
|
2023
Q4 | $236M | Buy |
1,321,640
+679,151
| +106% | +$121M | 0.01% | 1050 |
|
2023
Q3 | $104M | Sell |
642,489
-8,260
| -1% | -$1.34M | 0.01% | 1031 |
|
2023
Q2 | $115M | Buy |
650,749
+100,722
| +18% | +$17.8M | 0.01% | 1002 |
|
2023
Q1 | $94.1M | Buy |
550,027
+165,102
| +43% | +$28.2M | 0.01% | 1093 |
|
2022
Q4 | $59.1M | Buy |
384,925
+17,666
| +5% | +$2.71M | 0.01% | 1369 |
|
2022
Q3 | $52.9M | Buy |
367,259
+26,620
| +8% | +$3.83M | 0.01% | 1275 |
|
2022
Q2 | $44.7M | Buy |
340,639
+120,278
| +55% | +$15.8M | 0.01% | 1459 |
|
2022
Q1 | $33.8M | Sell |
220,361
-161,464
| -42% | -$24.8M | ﹤0.01% | 1590 |
|
2021
Q4 | $55.1M | Buy |
381,825
+110,334
| +41% | +$15.9M | 0.01% | 1269 |
|
2021
Q3 | $35.8M | Sell |
271,491
-6,948
| -2% | -$916K | ﹤0.01% | 1538 |
|
2021
Q2 | $38.8M | Buy |
278,439
+40,936
| +17% | +$5.71M | 0.01% | 1514 |
|
2021
Q1 | $29.9M | Sell |
237,503
-74,662
| -24% | -$9.39M | ﹤0.01% | 1560 |
|
2020
Q4 | $41.3M | Buy |
312,165
+138,793
| +80% | +$18.4M | 0.01% | 1223 |
|
2020
Q3 | $18.1M | Sell |
173,372
-60,656
| -26% | -$6.35M | ﹤0.01% | 1555 |
|
2020
Q2 | $23.3M | Sell |
234,028
-85,468
| -27% | -$8.52M | 0.01% | 1285 |
|
2020
Q1 | $23.8M | Sell |
319,496
-76,070
| -19% | -$5.68M | 0.01% | 1162 |
|
2019
Q4 | $45.2M | Buy |
395,566
+12,439
| +3% | +$1.42M | 0.01% | 1005 |
|
2019
Q3 | $47.8M | Buy |
383,127
+27,283
| +8% | +$3.41M | 0.01% | 884 |
|
2019
Q2 | $47.6M | Sell |
355,844
-22,302
| -6% | -$2.98M | 0.01% | 877 |
|
2019
Q1 | $35.9M | Sell |
378,146
-117,214
| -24% | -$11.1M | 0.01% | 1039 |
|
2018
Q4 | $38.4M | Buy |
495,360
+151,886
| +44% | +$11.8M | 0.01% | 967 |
|
2018
Q3 | $31.8M | Buy |
343,474
+60,824
| +22% | +$5.63M | 0.01% | 1274 |
|
2018
Q2 | $20.6M | Buy |
282,650
+78,134
| +38% | +$5.7M | 0.01% | 1621 |
|
2018
Q1 | $14.2M | Sell |
204,516
-31,505
| -13% | -$2.19M | ﹤0.01% | 2007 |
|
2017
Q4 | $11.4M | Buy |
236,021
+53,925
| +30% | +$2.6M | ﹤0.01% | 2280 |
|
2017
Q3 | $8.37M | Buy |
182,096
+90,897
| +100% | +$4.18M | ﹤0.01% | 2468 |
|
2017
Q2 | $3.36M | Buy |
91,199
+28,750
| +46% | +$1.06M | ﹤0.01% | 3303 |
|
2017
Q1 | $2.23M | Sell |
62,449
-24,812
| -28% | -$886K | ﹤0.01% | 3713 |
|
2016
Q4 | $2.76M | Sell |
87,261
-62,971
| -42% | -$1.99M | ﹤0.01% | 3620 |
|
2016
Q3 | $4.26M | Sell |
150,232
-61,953
| -29% | -$1.76M | ﹤0.01% | 2819 |
|
2016
Q2 | $5.81M | Buy |
212,185
+159,402
| +302% | +$4.36M | ﹤0.01% | 2477 |
|
2016
Q1 | $1.3M | Sell |
52,783
-275,816
| -84% | -$6.79M | ﹤0.01% | 3710 |
|
2015
Q4 | $7.32M | Buy |
328,599
+59,934
| +22% | +$1.33M | ﹤0.01% | 2284 |
|
2015
Q3 | $5.38M | Buy |
268,665
+12,840
| +5% | +$257K | ﹤0.01% | 2592 |
|
2015
Q2 | $6.11M | Buy |
255,825
+159,470
| +166% | +$3.81M | ﹤0.01% | 2612 |
|
2015
Q1 | $2.41M | Sell |
96,355
-2,922
| -3% | -$73.1K | ﹤0.01% | 3426 |
|
2014
Q4 | $2.46M | Sell |
99,277
-61,365
| -38% | -$1.52M | ﹤0.01% | 3381 |
|
2014
Q3 | $3.07M | Sell |
160,642
-5,540
| -3% | -$106K | ﹤0.01% | 3088 |
|
2014
Q2 | $3.54M | Sell |
166,182
-273,039
| -62% | -$5.81M | ﹤0.01% | 2994 |
|
2014
Q1 | $10.8M | Buy |
439,221
+82,283
| +23% | +$2.03M | ﹤0.01% | 1901 |
|
2013
Q4 | $8.47M | Buy |
356,938
+259,114
| +265% | +$6.15M | ﹤0.01% | 2086 |
|
2013
Q3 | $2.17M | Buy |
97,824
+14,978
| +18% | +$332K | ﹤0.01% | 3148 |
|
2013
Q2 | $1.37M | Buy |
+82,846
| New | +$1.37M | ﹤0.01% | 3447 |
|