LWMM
HEI icon

Legacy Wealth Management (Mississippi)’s HEICO Corp HEI Stock Holding History

Legacy Wealth Management (Mississippi)’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 		– Sell
-820
Closed -$214K – 94
2024
Q3 		$214K Buy
+820
New +$198K 0.08% 93

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

Legacy Wealth Management (Mississippi)'s HEI Position: Q4 2024 in Review

Legacy Wealth Management (Mississippi) sold out of HEICO Corp (HEI) in Q4 2024, closing a stake of 820 shares — an estimated $214K sold.

Legacy Wealth Management (Mississippi) first reported a position in HEI in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 606 funds tracked by Wall St. Rank hold HEI as of Q4 2024.

  • Legacy Wealth Management (Mississippi) reported no remaining HEICO Corp position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 820 HEICO Corp shares in Q4 2024, an estimated $214K.
  • Legacy Wealth Management (Mississippi) first reported a position in HEICO Corp in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s HEICO Corp position peaked at $214K in Q3 2024.
  • 606 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2024.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2024, filed 6 Jan 2025.