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Benjamin F. Edwards & Company’s HEICO Corp HEI Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1.08M Buy
4,820
+214
+5% +$45.2K 0.02% 502
2024
Q1 		$880K Buy
4,606
+55
+1% +$10.2K 0.02% 535
2023
Q4 		$814K Buy
4,551
+2,552
+128% +$432K 0.02% 536
2023
Q3 		$324K Buy
1,999
+1
+0.1% +$170 0.01% 612
2023
Q2 		$354K Hold
1,998
– – 0.01% 588
2023
Q1 		$342K Buy
1,998
+46
+2% +$7.75K 0.01% 578
2022
Q4 		$300K Hold
1,952
– – 0.01% 603
2022
Q3 		$281K Hold
1,952
– – 0.01% 567
2022
Q2 		$256K Hold
1,952
– – 0.01% 606
2022
Q1 		$300K Hold
1,952
– – 0.01% 582
2021
Q4 		$282K Hold
1,952
– – 0.01% 587
2021
Q3 		$257K Sell
1,952
-378
-16% -$49.8K 0.01% 597
2021
Q2 		$325K Buy
2,330
+378
+19% +$52.2K 0.02% 532
2021
Q1 		$246K Hold
1,952
– – 0.01% 624
2020
Q4 		$258K Sell
1,952
-2,000
-51% -$244K 0.02% 574
2020
Q3 		$414K Hold
3,952
– – 0.03% 431
2020
Q2 		$394K Hold
3,952
– – 0.03% 413
2020
Q1 		$295K Buy
3,952
+637
+19% +$69.6K 0.03% 437
2019
Q4 		$378K Buy
3,315
+93
+3% +$11.4K 0.03% 450
2019
Q3 		$402K Hold
3,222
– – 0.03% 407
2019
Q2 		$431K Sell
3,222
-20
-0.6% -$2.23K 0.04% 388
2019
Q1 		$308K Hold
3,242
– – 0.03% 418
2018
Q4 		$251K Hold
3,242
– – 0.03% 438
2018
Q3 		$300K Buy
3,242
+40
+1% +$3.29K 0.03% 435
2018
Q2 		$234K Buy
3,202
+1,249
+64% +$90.7K 0.02% 479
2018
Q1 		$136K Sell
1,953
-488
-20% -$31.9K 0.01% 603
2017
Q4 		$118K Buy
+2,441
New +$114K 0.01% 611

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's HEI Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its HEICO Corp (HEI) stake by 4.6% in Q2 2024, buying an estimated $45.2K and bringing the position to 4,820 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #502.

Benjamin F. Edwards & Company first reported a position in HEI in Q4 2017 and has held it in 27 quarters since. 550 funds tracked by Wall St. Rank hold HEI as of Q2 2024.

  • Benjamin F. Edwards & Company held 4,820 shares of HEICO Corp worth $1.08M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 214 HEICO Corp shares in Q2 2024, an estimated $45.2K.
  • HEICO Corp made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #502 holding.
  • Benjamin F. Edwards & Company first reported a position in HEICO Corp in Q4 2017 and has held it in 27 quarters since.
  • 550 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.