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Householder Group Estate & Retirement Specialist’s HEICO Corp HEI Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$156K Buy
657
+543
+476% +$141K 0.12% 117
2024
Q3 		$29K Buy
+114
New +$27.6K 0.01% 597
2024
Q2 		– Sell
-3
Closed -$573 – 1258
2024
Q1 		$573 Hold
3
– – ﹤0.01% 1151
2023
Q4 		$0 Hold
3
– – ﹤0.01% 1220
2023
Q3 		$486 Buy
+3
New +$509 ﹤0.01% 1193
2023
Q1 		$1K Buy
+3
New +$505 ﹤0.01% 1149

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

Householder Group Estate & Retirement Specialist's HEI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its HEICO Corp (HEI) stake by 476% in Q4 2024, buying an estimated $141K and bringing the position to 657 shares worth $156K. The position accounts for 0.12% of the portfolio, ranked #117.

Householder Group Estate & Retirement Specialist first reported a position in HEI in Q1 2023 and has held it in 6 quarters since. 607 funds tracked by Wall St. Rank hold HEI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 657 shares of HEICO Corp worth $156K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 543 HEICO Corp shares in Q4 2024, an estimated $141K.
  • HEICO Corp made up 0.12% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #117 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in HEICO Corp in Q1 2023 and has held it in 6 quarters since.
  • 607 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.