Yorktown Management & Research Company’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
+1,280
| New | +$420K | 0.4% | 106 |
|
|
2022
Q3 | – | Sell |
-3,200
| Closed | -$420K | – | 209 |
|
|
2022
Q2 | $420K | Hold |
3,200
| – | – | 0.54% | 72 |
|
|
2022
Q1 | $491K | Hold |
3,200
| – | – | 0.42% | 98 |
|
|
2021
Q4 | $462K | Hold |
3,200
| – | – | 0.31% | 136 |
|
|
2021
Q3 | $422K | Hold |
3,200
| – | – | 0.32% | 130 |
|
|
2021
Q2 | $446K | Hold |
3,200
| – | – | 0.35% | 126 |
|
|
2021
Q1 | $403K | Hold |
3,200
| – | – | 0.33% | 104 |
|
|
2020
Q4 | $424K | Hold |
3,200
| – | – | 0.38% | 114 |
|
|
2020
Q3 | $335K | Hold |
3,200
| – | – | 0.31% | 161 |
|
|
2020
Q2 | $319K | Hold |
3,200
| – | – | 0.29% | 154 |
|
|
2020
Q1 | $239K | Buy |
3,200
+1,400
| +78% | +$105K | 0.24% | 176 |
|
|
2019
Q4 | $205K | Hold |
1,800
| – | – | 0.11% | 274 |
|
|
2019
Q3 | $225K | Sell |
1,800
-1,100
| -38% | -$138K | 0.12% | 260 |
|
|
2019
Q2 | $388K | Sell |
2,900
-1,100
| -28% | -$147K | 0.15% | 176 |
|
|
2019
Q1 | $379K | Hold |
4,000
| – | – | 0.12% | 194 |
|
|
2018
Q4 | $310K | Hold |
4,000
| – | – | 0.1% | 203 |
|
|
2018
Q3 | $370K | Buy |
+4,000
| New | +$370K | 0.11% | 199 |
|