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Buckingham Strategic Wealth’s HEICO Corp HEI Stock Holding History

Buckingham Strategic Wealth’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 		$438K Buy
+1,960
New +$414K ﹤0.01% 496

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckingham Strategic Wealth's HEI Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in HEICO Corp (HEI) in Q2 2024: 1,960 shares worth $438K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings.

549 funds tracked by Wall St. Rank hold HEI as of Q2 2024.

  • Buckingham Strategic Wealth held 1,960 shares of HEICO Corp worth $438K as of Q2 2024.
  • HEICO Corp was a new Buckingham Strategic Wealth position in Q2 2024.
  • HEICO Corp made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #496 holding.
  • 549 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.