WCM Investment Management
HEI icon

WCM Investment Management’s HEICO Corp HEI Stock Holding History

WCM Investment 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
2024
Q1 		– Sell
-883
Closed -$158K – 254
2023
Q4 		$158K Buy
883
+329
+59% +$55.7K ﹤0.01% 242
2023
Q3 		$90.2K Sell
554
-182
-25% -$30.9K ﹤0.01% 206
2023
Q2 		$131K Hold
736
– – ﹤0.01% 214
2023
Q1 		$126K Buy
736
+12
+2% +$2.02K ﹤0.01% 209
2022
Q4 		$111K Sell
724
-67,638
-99% -$10.5M ﹤0.01% 210
2022
Q3 		$9.83M Buy
68,362
+29,371
+75% +$4.4M 0.04% 123
2022
Q2 		$5.08M Sell
38,991
-12,115
-24% -$1.71M 0.02% 146
2022
Q1 		$7.85M Buy
51,106
+10,466
+26% +$1.52M 0.02% 134
2021
Q4 		$5.86M Buy
40,640
+13,370
+49% +$1.88M 0.01% 150
2021
Q3 		$3.6M Buy
27,270
+6,125
+29% +$807K 0.01% 154
2021
Q2 		$2.95M Buy
21,145
+19,005
+888% +$2.62M 0.01% 153
2021
Q1 		$269K Buy
2,140
+124
+6% +$15.9K ﹤0.01% 188
2020
Q4 		$267K Buy
+2,016
New +$246K ﹤0.01% 186

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