UBS Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241M | Buy |
733,546
+291,118
| +66% | +$95.5M | 0.04% | 377 |
|
|
2025
Q1 | $118M | Sell |
442,428
-404,190
| -48% | -$108M | 0.02% | 665 |
|
|
2024
Q4 | $201M | Buy |
846,618
+626,694
| +285% | +$149M | 0.04% | 411 |
|
|
2024
Q3 | $57.5M | Buy |
219,924
+5,589
| +3% | +$1.46M | 0.01% | 764 |
|
|
2024
Q2 | $47.9M | Buy |
214,335
+101,929
| +91% | +$22.8M | 0.01% | 786 |
|
|
2024
Q1 | $21.5M | Buy |
112,406
+12,140
| +12% | +$2.32M | 0.01% | 1160 |
|
|
2023
Q4 | $17.9M | Sell |
100,266
-9,400
| -9% | -$1.68M | 0.01% | 1144 |
|
|
2023
Q3 | $17.8M | Buy |
109,666
+19,242
| +21% | +$3.12M | 0.01% | 1102 |
|
|
2023
Q2 | $16M | Buy |
90,424
+111
| +0.1% | +$19.6K | 0.01% | 1181 |
|
|
2023
Q1 | $15.4M | Sell |
90,313
-1,080
| -1% | -$185K | 0.01% | 1148 |
|
|
2022
Q4 | $14M | Sell |
91,393
-160
| -0.2% | -$24.6K | 0.01% | 1192 |
|
|
2022
Q3 | $13.2M | Buy |
91,553
+9,527
| +12% | +$1.37M | 0.01% | 1131 |
|
|
2022
Q2 | $10.8M | Buy |
82,026
+583
| +0.7% | +$76.4K | ﹤0.01% | 1303 |
|
|
2022
Q1 | $12.5M | Sell |
81,443
-18,212
| -18% | -$2.8M | ﹤0.01% | 1316 |
|
|
2021
Q4 | $14.4M | Sell |
99,655
-18,189
| -15% | -$2.62M | ﹤0.01% | 1304 |
|
|
2021
Q3 | $15.5M | Buy |
117,844
+7,739
| +7% | +$1.02M | ﹤0.01% | 1263 |
|
|
2021
Q2 | $15.4M | Buy |
110,105
+22,532
| +26% | +$3.14M | ﹤0.01% | 1253 |
|
|
2021
Q1 | $11M | Buy |
87,573
+7,562
| +9% | +$951K | ﹤0.01% | 1386 |
|
|
2020
Q4 | $10.6M | Buy |
80,011
+2,639
| +3% | +$349K | ﹤0.01% | 1360 |
|
|
2020
Q3 | $8.1M | Buy |
77,372
+869
| +1% | +$90.9K | ﹤0.01% | 1400 |
|
|
2020
Q2 | $7.62M | Sell |
76,503
-25,346
| -25% | -$2.53M | ﹤0.01% | 1351 |
|
|
2020
Q1 | $7.6M | Sell |
101,849
-21,976
| -18% | -$1.64M | ﹤0.01% | 1245 |
|
|
2019
Q4 | $14.1M | Sell |
123,825
-45,006
| -27% | -$5.14M | ﹤0.01% | 1257 |
|
|
2019
Q3 | $21.1M | Buy |
168,831
+14,925
| +10% | +$1.86M | 0.01% | 948 |
|
|
2019
Q2 | $20.6M | Buy |
153,906
+23,003
| +18% | +$3.08M | 0.01% | 971 |
|
|
2019
Q1 | $12.4M | Sell |
130,903
-1,933
| -1% | -$183K | 0.01% | 1214 |
|
|
2018
Q4 | $10.3M | Buy |
132,836
+9,792
| +8% | +$759K | ﹤0.01% | 1202 |
|
|
2018
Q3 | $11.4M | Sell |
123,044
-55,881
| -31% | -$5.18M | ﹤0.01% | 1316 |
|
|
2018
Q2 | $13M | Sell |
178,925
-4,226
| -2% | -$308K | 0.01% | 1198 |
|
|
2018
Q1 | $12.7M | Sell |
183,151
-26,099
| -12% | -$1.81M | 0.01% | 1170 |
|
|
2017
Q4 | $10.1M | Buy |
209,250
+44,719
| +27% | +$2.16M | ﹤0.01% | 1326 |
|
|
2017
Q3 | $7.57M | Sell |
164,531
-1,037
| -0.6% | -$47.7K | ﹤0.01% | 1447 |
|
|
2017
Q2 | $6.09M | Buy |
165,568
+22,592
| +16% | +$831K | ﹤0.01% | 1541 |
|
|
2017
Q1 | $5.11M | Buy |
142,976
+43,269
| +43% | +$1.55M | ﹤0.01% | 1630 |
|
|
2016
Q4 | $3.15M | Sell |
99,707
-206,360
| -67% | -$6.52M | ﹤0.01% | 1941 |
|
|
2016
Q3 | $8.68M | Buy |
306,067
+178,855
| +141% | +$5.07M | 0.01% | 1170 |
|
|
2016
Q2 | $3.48M | Buy |
127,212
+11,025
| +9% | +$302K | ﹤0.01% | 1802 |
|
|
2016
Q1 | $2.86M | Buy |
116,187
+42,386
| +57% | +$1.04M | ﹤0.01% | 1880 |
|
|
2015
Q4 | $1.64M | Buy |
73,801
+2
| +0% | +$45 | ﹤0.01% | 2338 |
|
|
2015
Q3 | $1.48M | Buy |
73,799
+6,934
| +10% | +$139K | ﹤0.01% | 2361 |
|
|
2015
Q2 | $1.6M | Buy |
66,865
+6,294
| +10% | +$150K | ﹤0.01% | 2476 |
|
|
2015
Q1 | $1.52M | Buy |
60,571
+12,758
| +27% | +$319K | ﹤0.01% | 2499 |
|
|
2014
Q4 | $1.18M | Buy |
+47,813
| New | +$1.18M | ﹤0.01% | 2631 |
|