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Cassady Schiller Wealth Management’s HEICO Corp HEI Stock Holding History

Cassady Schiller Wealth Management’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 		$238 Buy
+1
New +$259 ﹤0.01% 1065

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

Cassady Schiller Wealth Management's HEI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in HEICO Corp (HEI) in Q4 2024: 1 share worth $238. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings.

606 funds tracked by Wall St. Rank hold HEI as of Q4 2024.

  • Cassady Schiller Wealth Management held 1 share of HEICO Corp worth $238 as of Q4 2024.
  • HEICO Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • HEICO Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1065 holding.
  • 606 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.