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Kelly Financial Services’s HEICO Corp HEI Stock Holding History

Kelly Financial Services’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
-59
Closed -$13.2K – 354
2024
Q2 		$13.2K Hold
59
– – ﹤0.01% 385
2024
Q1 		$11.3K Buy
+59
New +$10.9K ﹤0.01% 417

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kelly Financial Services's HEI Position: Q3 2024 in Review

Kelly Financial Services sold out of HEICO Corp (HEI) in Q3 2024, closing a stake of 59 shares — an estimated $13.2K sold.

Kelly Financial Services first reported a position in HEI in Q1 2024 and held it in 2 quarters. The position peaked at $13.2K in Q2 2024. 584 funds tracked by Wall St. Rank hold HEI as of Q3 2024.

  • Kelly Financial Services reported no remaining HEICO Corp position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 59 HEICO Corp shares in Q3 2024, an estimated $13.2K.
  • Kelly Financial Services first reported a position in HEICO Corp in Q1 2024 and held it in 2 quarters.
  • Kelly Financial Services's HEICO Corp position peaked at $13.2K in Q2 2024.
  • 584 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.