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Connectus Wealth’s HEICO Corp HEI Stock Holding History

Connectus 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
Q1 		$1.51M Buy
7,931
+5,760
+265% +$1.07M 0.04% 208
2023
Q4 		$388K Buy
+2,171
New +$368K 0.01% 430

Other funds holding HEI

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connectus Wealth's HEI Position: Q1 2024 in Review

Connectus Wealth increased its HEICO Corp (HEI) stake by 265% in Q1 2024, buying an estimated $1.07M and bringing the position to 7,931 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #208.

Connectus Wealth first reported a position in HEI in Q4 2023 and has held it in 2 quarters since. 518 funds tracked by Wall St. Rank hold HEI as of Q1 2024.

  • Connectus Wealth held 7,931 shares of HEICO Corp worth $1.51M as of Q1 2024.
  • Connectus Wealth bought 5,760 HEICO Corp shares in Q1 2024, an estimated $1.07M.
  • HEICO Corp made up 0.04% of Connectus Wealth's portfolio in Q1 2024, its #208 holding.
  • Connectus Wealth first reported a position in HEICO Corp in Q4 2023 and has held it in 2 quarters since.
  • 518 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.