STA
HEI.A icon

Summit Trail Advisors’s HEICO Class A HEI.A Stock Holding History

Summit Trail Advisors’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$678K Buy
+2,622
New +$678K 0.01% 614
2018
Q1 		– Sell
-39
Closed -$2K – 950
2017
Q4 		$2K Buy
+39
New +$2K ﹤0.01% 1635