SM
HEI icon

Sciencast Management’s HEICO Corp HEI Stock Holding History

Sciencast 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
2024
Q1 		– Sell
-4,362
Closed -$780K – 264
2023
Q4 		$780K Buy
4,362
+1,268
+41% +$215K 0.43% 100
2023
Q3 		$501K Buy
+3,094
New +$525K 0.23% 166
2020
Q3 		– Sell
-2,700
Closed -$252K – 465
2020
Q2 		$252K Buy
+2,700
New +$249K 0.06% 364
2020
Q1 		– Sell
-9,964
Closed -$1.2M – 425
2019
Q4 		$1.2M Buy
9,964
+8,314
+504% +$1.02M 0.32% 90
2019
Q3 		$203K Sell
1,650
-1,550
-48% -$212K 0.07% 336
2019
Q2 		$437K Buy
+3,200
New +$356K 0.25% 151

Other funds holding HEI

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sciencast Management's HEI Position: Q1 2024 in Review

Sciencast Management sold out of HEICO Corp (HEI) in Q1 2024, closing a stake of 4,362 shares — an estimated $780K sold.

Sciencast Management first reported a position in HEI in Q2 2019 and held it in 6 quarters. The position peaked at $1.2M in Q4 2019. 518 funds tracked by Wall St. Rank hold HEI as of Q1 2024.

  • Sciencast Management reported no remaining HEICO Corp position as of Q1 2024 after selling out during the quarter.
  • Sciencast Management sold 4,362 HEICO Corp shares in Q1 2024, an estimated $780K.
  • Sciencast Management first reported a position in HEICO Corp in Q2 2019 and held it in 6 quarters.
  • Sciencast Management's HEICO Corp position peaked at $1.2M in Q4 2019.
  • 518 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2024.

Based on Sciencast Management's 13F filing for Q1 2024, filed 6 May 2024.