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Buckingham Capital Management (Ohio)’s HEICO Corp HEI Stock Holding History

Buckingham Capital Management (Ohio)’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
Q4 		$578K Hold
2,432
– – 0.07% 91
2024
Q3 		$636K Hold
2,432
– – 0.07% 92
2024
Q2 		$544K Hold
2,432
– – 0.07% 95
2024
Q1 		$465K Hold
2,432
– – 0.06% 101
2023
Q4 		$435K Buy
2,432
+50
+2% +$8.46K 0.06% 95
2023
Q3 		$386K Hold
2,382
– – 0.06% 95
2023
Q2 		$421K Hold
2,382
– – 0.06% 91
2023
Q1 		$407K Hold
2,382
– – 0.07% 91
2022
Q4 		$366K Hold
2,382
– – 0.06% 92
2022
Q3 		$343K Hold
2,382
– – 0.07% 92
2022
Q2 		$312K Hold
2,382
– – 0.06% 96
2022
Q1 		$366K Hold
2,382
– – 0.06% 95
2021
Q4 		$344K Hold
2,382
– – 0.05% 99
2021
Q3 		$314K Hold
2,382
– – 0.05% 97
2021
Q2 		$332K Hold
2,382
– – 0.05% 100
2021
Q1 		$300K Hold
2,382
– – 0.05% 103
2020
Q4 		$315K Hold
2,382
– – 0.06% 102
2020
Q3 		$249K Hold
2,382
– – 0.05% 103
2020
Q2 		$237K Buy
+2,382
New +$220K 0.05% 108

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s HEI Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) held its HEICO Corp (HEI) position steady in Q4 2024 at 2,432 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #91.

Buckingham Capital Management (Ohio) first reported a position in HEI in Q2 2020 and has held it in 19 quarters since. The position peaked at $636K in Q3 2024. 607 funds tracked by Wall St. Rank hold HEI as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 2,432 shares of HEICO Corp worth $578K as of Q4 2024.
  • Buckingham Capital Management (Ohio) left its HEICO Corp share count unchanged in Q4 2024.
  • HEICO Corp made up 0.07% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #91 holding.
  • Buckingham Capital Management (Ohio) first reported a position in HEICO Corp in Q2 2020 and has held it in 19 quarters since.
  • Buckingham Capital Management (Ohio)'s HEICO Corp position peaked at $636K in Q3 2024.
  • 607 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.