HEI — HEICO CORP NEW

Ownership history in Signify Wealth  ·  1 quarter on record

This page tracks every 13F SEC filing in which Signify Wealth reported a position in HEICO CORP NEW (HEI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.25% (2024 Q3)
Avg. % of fund
0.25%
First filed
2024 Q3
Last filed
2024 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 INITIATED 781 — — 0.25% $204K $261.17
% of Fund (quarterly)    HEI price (monthly, adj. close)

Other funds also holding HEI

As of 2025 Q4 — sorted by position size

Telemark Asset Management, LLC 3Y 7Y 4.52% Cutter & CO Brokerage, Inc. 3Y 7Y 4.09% RIVERBRIDGE PARTNERS LLC 3Y 7Y 3.58% One Madison Group LLC 2.99% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 2.93% EULAV Asset Management 3Y 7Y 2.88% Obion Capital Management LP 2.61% KP Management LLC 2.57% Munro Partners 2.39% DUNCKER STREETT & CO INC 3Y 7Y 2.38%
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