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Neo Ivy Capital Management’s HEICO Corp HEI Stock Holding History

Neo Ivy Capital Management’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
-1,854
Closed -$440K – 347
2024
Q4 		$440K Buy
+1,854
New +$480K 0.09% 173
2021
Q4 		– Sell
-768
Closed -$77K – 512
2021
Q3 		$77K Buy
+768
New +$101K 0.09% 283
2020
Q3 		– Sell
-768
Closed -$77K – 528
2020
Q2 		$77K Sell
768
-140
-15% -$12.9K 0.09% 283
2020
Q1 		$68K Sell
908
-5,235
-85% -$572K 0.11% 267
2019
Q4 		$701K Buy
6,143
+1,711
+39% +$211K 0.81% 21
2019
Q3 		$641K Buy
4,432
+427
+11% +$58.4K 0.42% 104
2019
Q2 		$536K Buy
+4,005
New +$445K 0.3% 152

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's HEI Position: Q1 2025 in Review

Neo Ivy Capital Management sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 1,854 shares — an estimated $440K sold.

Neo Ivy Capital Management first reported a position in HEI in Q2 2019 and held it in 7 quarters. The position peaked at $701K in Q4 2019. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Neo Ivy Capital Management reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 1,854 HEICO Corp shares in Q1 2025, an estimated $440K.
  • Neo Ivy Capital Management first reported a position in HEICO Corp in Q2 2019 and held it in 7 quarters.
  • Neo Ivy Capital Management's HEICO Corp position peaked at $701K in Q4 2019.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Neo Ivy Capital Management's 13F filing for Q1 2025, filed 6 May 2025.