WCM Investment Management
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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

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCM Investment Management's HEI Position: Q1 2024 in Review

WCM Investment Management sold out of HEICO Corp (HEI) in Q1 2024, closing a stake of 883 shares — an estimated $158K sold.

WCM Investment Management first reported a position in HEI in Q4 2020 and held it in 13 quarters. The position peaked at $9.83M in Q3 2022. 518 funds tracked by Wall St. Rank hold HEI as of Q1 2024.

  • WCM Investment Management reported no remaining HEICO Corp position as of Q1 2024 after selling out during the quarter.
  • WCM Investment Management sold 883 HEICO Corp shares in Q1 2024, an estimated $158K.
  • WCM Investment Management first reported a position in HEICO Corp in Q4 2020 and held it in 13 quarters.
  • WCM Investment Management's HEICO Corp position peaked at $9.83M in Q3 2022.
  • 518 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2024.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.