Oxford Financial Group’s HEICO Corp HEI Stock Holding History

Oxford Financial Group’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	-27	Closed	-$6.04K	–	311
2024 Q2	$6.04K	Buy	+27	New	+$5.7K	﹤0.01%	312

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Oxford Financial Group's HEI Position: Q3 2024 in Review

Oxford Financial Group sold out of HEICO Corp (HEI) in Q3 2024, closing a stake of 27 shares — an estimated $6.04K sold.

Oxford Financial Group first reported a position in HEI in Q2 2024 and held it in 1 quarter. The position peaked at $6.04K in Q2 2024. 584 funds tracked by Wall St. Rank hold HEI as of Q3 2024.

Oxford Financial Group reported no remaining HEICO Corp position as of Q3 2024 after selling out during the quarter.
Oxford Financial Group sold 27 HEICO Corp shares in Q3 2024, an estimated $6.04K.
Oxford Financial Group first reported a position in HEICO Corp in Q2 2024 and held it in 1 quarter.
Oxford Financial Group's HEICO Corp position peaked at $6.04K in Q2 2024.
584 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.