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Janiczek Wealth Management’s HEICO Corp HEI Stock Holding History

Janiczek 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
Q2 		$81.4K Sell
364
-15
-4% -$3.17K 0.02% 318
2024
Q1 		$72.4K Sell
379
-13
-3% -$2.41K 0.02% 348
2023
Q4 		$70.1K Sell
392
-55
-12% -$9.31K 0.02% 338
2023
Q3 		$72.4K Buy
447
+69
+18% +$11.7K 0.02% 306
2023
Q2 		$66.9K Buy
378
+19
+5% +$3.2K 0.02% 282
2023
Q1 		$60.4K Buy
359
+23
+7% +$3.87K 0.02% 291
2022
Q4 		$55K Buy
336
+9
+3% +$1.4K 0.02% 306
2022
Q3 		$49K Hold
327
– – 0.02% 307
2022
Q2 		$52K Buy
327
+6
+2% +$846 0.02% 297
2022
Q1 		$50K Buy
321
+122
+61% +$17.7K 0.01% 302
2021
Q4 		$29K Buy
199
+86
+76% +$12.1K 0.01% 420
2021
Q3 		$15K Buy
113
+10
+10% +$1.32K 0.01% 498
2021
Q2 		$14K Buy
103
+17
+20% +$2.35K 0.01% 500
2021
Q1 		$11K Sell
86
-24
-22% -$3.08K ﹤0.01% 507
2020
Q4 		$15K Buy
110
+82
+293% +$10K 0.01% 390
2020
Q3 		$3K Buy
+28
New +$2.89K ﹤0.01% 442

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janiczek Wealth Management's HEI Position: Q2 2024 in Review

Janiczek Wealth Management reduced its HEICO Corp (HEI) stake by 4% in Q2 2024, selling an estimated $3.17K and leaving 364 shares worth $81.4K. The position accounts for 0.02% of the portfolio, ranked #318.

Janiczek Wealth Management first reported a position in HEI in Q3 2020 and has held it in 16 quarters since. 550 funds tracked by Wall St. Rank hold HEI as of Q2 2024.

  • Janiczek Wealth Management held 364 shares of HEICO Corp worth $81.4K as of Q2 2024.
  • Janiczek Wealth Management sold 15 HEICO Corp shares in Q2 2024, an estimated $3.17K.
  • HEICO Corp made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #318 holding.
  • Janiczek Wealth Management first reported a position in HEICO Corp in Q3 2020 and has held it in 16 quarters since.
  • 550 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.