IRC
HEI icon

Investors Research Corp’s HEICO Corp HEI Stock Holding History

Investors Research Corp’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
Q3 		– Sell
-4
Closed -$894 – 1011
2024
Q2 		$894 Hold
4
– – ﹤0.01% 986
2024
Q1 		$764 Hold
4
– – ﹤0.01% 972
2023
Q4 		$715 Hold
4
– – ﹤0.01% 1005
2023
Q3 		$648 Buy
+4
New +$679 ﹤0.01% 1018

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Investors Research Corp's HEI Position: Q3 2024 in Review

Investors Research Corp sold out of HEICO Corp (HEI) in Q3 2024, closing a stake of 4 shares — an estimated $894 sold.

Investors Research Corp first reported a position in HEI in Q3 2023 and held it in 4 quarters. The position peaked at $894 in Q2 2024. 585 funds tracked by Wall St. Rank hold HEI as of Q3 2024.

  • Investors Research Corp reported no remaining HEICO Corp position as of Q3 2024 after selling out during the quarter.
  • Investors Research Corp sold 4 HEICO Corp shares in Q3 2024, an estimated $894.
  • Investors Research Corp first reported a position in HEICO Corp in Q3 2023 and held it in 4 quarters.
  • Investors Research Corp's HEICO Corp position peaked at $894 in Q2 2024.
  • 585 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.