Sumitomo Mitsui Trust Group’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5M | Buy |
123,423
+9,614
| +8% | +$3.15M | 0.03% | 516 |
|
|
2025
Q1 | $30.4M | Sell |
113,809
-737
| -0.6% | -$197K | 0.02% | 570 |
|
|
2024
Q4 | $27.2M | Sell |
114,546
-1,455
| -1% | -$346K | 0.02% | 599 |
|
|
2024
Q3 | $30.3M | Buy |
116,001
+1,411
| +1% | +$369K | 0.02% | 580 |
|
|
2024
Q2 | $25.6M | Sell |
114,590
-11,842
| -9% | -$2.65M | 0.02% | 595 |
|
|
2024
Q1 | $24.1M | Sell |
126,432
-664
| -0.5% | -$127K | 0.02% | 674 |
|
|
2023
Q4 | $22.7M | Sell |
127,096
-2,725
| -2% | -$487K | 0.02% | 677 |
|
|
2023
Q3 | $21M | Sell |
129,821
-3,727
| -3% | -$604K | 0.02% | 691 |
|
|
2023
Q2 | $23.6M | Sell |
133,548
-20,525
| -13% | -$3.63M | 0.02% | 675 |
|
|
2023
Q1 | $26.4M | Sell |
154,073
-76
| -0% | -$13K | 0.02% | 669 |
|
|
2022
Q4 | $23.7M | Sell |
154,149
-1,689
| -1% | -$259K | 0.02% | 682 |
|
|
2022
Q3 | $22.4M | Sell |
155,838
-218
| -0.1% | -$31.4K | 0.02% | 684 |
|
|
2022
Q2 | $20.5M | Sell |
156,056
-201
| -0.1% | -$26.4K | 0.02% | 715 |
|
|
2022
Q1 | $24M | Sell |
156,257
-9,001
| -5% | -$1.38M | 0.02% | 701 |
|
|
2021
Q4 | $23.8M | Sell |
165,258
-5,144
| -3% | -$742K | 0.01% | 691 |
|
|
2021
Q3 | $22.5M | Buy |
170,402
+15,601
| +10% | +$2.06M | 0.01% | 698 |
|
|
2021
Q2 | $21.6M | Buy |
154,801
+4,464
| +3% | +$622K | 0.01% | 721 |
|
|
2021
Q1 | $18.9M | Buy |
150,337
+9,127
| +6% | +$1.15M | 0.01% | 719 |
|
|
2020
Q4 | $18.7M | Sell |
141,210
-21,531
| -13% | -$2.85M | 0.01% | 713 |
|
|
2020
Q3 | $17M | Sell |
162,741
-15,166
| -9% | -$1.59M | 0.01% | 711 |
|
|
2020
Q2 | $17.7M | Sell |
177,907
-27,282
| -13% | -$2.72M | 0.01% | 696 |
|
|
2020
Q1 | $15.3M | Buy |
205,189
+42,197
| +26% | +$3.15M | 0.01% | 668 |
|
|
2019
Q4 | $18.6M | Sell |
162,992
-11,826
| -7% | -$1.35M | 0.01% | 683 |
|
|
2019
Q3 | $21.8M | Buy |
174,818
+697
| +0.4% | +$87K | 0.02% | 634 |
|
|
2019
Q2 | $23.3M | Buy |
174,121
+170,282
| +4,436% | +$22.8M | 0.02% | 630 |
|
|
2019
Q1 | $364K | Buy |
+3,839
| New | +$364K | ﹤0.01% | 924 |
|