Wellington Management Group’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $32M | Sell |
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|
2023
Q2 | $35.2M | Sell |
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|
2023
Q1 | $35.4M | Sell |
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|
2022
Q4 | $33.1M | Sell |
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|
2022
Q3 | $32.4M | Sell |
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|
2022
Q2 | $29.9M | Sell |
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|
2022
Q1 | $35.6M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $501K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $536K | Sell |
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|
2018
Q1 | $510K | Sell |
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|
2017
Q4 | $1.25M | Hold |
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|
2017
Q3 | $1.19M | Buy |
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|
2017
Q2 | $338K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $483K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $19.6M | Buy |
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|
2014
Q3 | $11.3M | Buy |
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|
2014
Q2 | $12.5M | Buy |
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|
2014
Q1 | $14.2M | Sell |
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|
2013
Q4 | $17.4M | Sell |
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|
2013
Q3 | $18.4M | Sell |
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|
2013
Q2 | $19.8M | Buy |
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