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Unigestion Holding’s HEICO Corp HEI Stock Holding History

Unigestion Holding’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
2025
Q1 		$803K Sell
3,004
-141
-4% -$34.3K 0.05% 159
2024
Q4 		$748K Hold
3,145
– – 0.04% 124
2024
Q3 		$822K Buy
+3,145
New +$761K 0.04% 110

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

Unigestion Holding's HEI Position: Q1 2025 in Review

Unigestion Holding reduced its HEICO Corp (HEI) stake by 4.5% in Q1 2025, selling an estimated $34.3K and leaving 3,004 shares worth $803K. The position accounts for 0.05% of the portfolio, ranked #159.

Unigestion Holding first reported a position in HEI in Q3 2024 and has held it in 3 quarters since. The position peaked at $822K in Q3 2024. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • Unigestion Holding held 3,004 shares of HEICO Corp worth $803K as of Q1 2025.
  • Unigestion Holding sold 141 HEICO Corp shares in Q1 2025, an estimated $34.3K.
  • HEICO Corp made up 0.05% of Unigestion Holding's portfolio in Q1 2025, its #159 holding.
  • Unigestion Holding first reported a position in HEICO Corp in Q3 2024 and has held it in 3 quarters since.
  • Unigestion Holding's HEICO Corp position peaked at $822K in Q3 2024.
  • 640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.