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Scopus Asset Management’s HEICO Corp HEI Stock Holding History

Scopus Asset 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
2021
Q1 		– Sell
-10,000
Closed -$1.32M – 406
2020
Q4 		$1.32M Buy
+10,000
New +$1.22M 0.02% 306
2019
Q4 		– Sell
-100,000
Closed -$12.5M – 154
2019
Q3 		$12.5M Buy
+100,000
New +$13.7M 0.41% 77

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scopus Asset Management's HEI Position: Q1 2025 in Review

Scopus Asset Management sold out of HEICO Corp (HEI) in Q1 2025, closing a stake of 13,849 shares — an estimated $3.29M sold.

Scopus Asset Management first reported a position in HEI in Q1 2019 and held it in 17 quarters. The position peaked at $36.6M in Q3 2019. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Scopus Asset Management reported no remaining HEICO Corp position as of Q1 2025 after selling out during the quarter.
  • Scopus Asset Management sold 13,849 HEICO Corp shares in Q1 2025, an estimated $3.29M.
  • Scopus Asset Management first reported a position in HEICO Corp in Q1 2019 and held it in 17 quarters.
  • Scopus Asset Management's HEICO Corp position peaked at $36.6M in Q3 2019.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Scopus Asset Management's 13F filing for Q1 2025, filed 15 May 2025.