CS
HEI icon

Credit Suisse’s HEICO Corp HEI Stock Holding History

Credit Suisse’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
2019
Q4 		– Sell
-46,900
Closed -$5.86M – 4236
2019
Q3 		$5.86M Buy
+46,900
New +$6.41M ﹤0.01% 1633

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

Credit Suisse's HEI Position: Q1 2024 in Review

Credit Suisse reduced its HEICO Corp (HEI) stake by 13% in Q1 2024, selling an estimated $12M and leaving 419,048 shares worth $80M. The position accounts for 0.08% of the portfolio, ranked #258.

Credit Suisse first reported a position in HEI in Q2 2013 and has held it in 44 quarters since. The position peaked at $123M in Q1 2022. 519 funds tracked by Wall St. Rank hold HEI as of Q1 2024.

  • Credit Suisse held 419,048 shares of HEICO Corp worth $80M as of Q1 2024.
  • Credit Suisse sold 64,430 HEICO Corp shares in Q1 2024, an estimated $12M.
  • HEICO Corp made up 0.08% of Credit Suisse's portfolio in Q1 2024, its #258 holding.
  • Credit Suisse first reported a position in HEICO Corp in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's HEICO Corp position peaked at $123M in Q1 2022.
  • 519 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.