PEAK6 Investments’s HEICO Corp HEI Stock Holding History

PEAK6 Investments’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
2023 Q3	–	Sell	-15,000	Closed	-$2.65M	–	4260
2023 Q2	$2.65M	Buy	+15,000	New	+$2.53M	0.01%	1018
2022 Q3	–	Sell	-15,000	Closed	-$2.65M	–	5423
2022 Q2	$2.65M	Buy	+15,000	New	+$2.11M	0.01%	2003
2021 Q2	–	Sell	-500	Closed	-$63K	–	5370
2021 Q1	$63K	Sell	500 -3,000	-86%	-$385K	﹤0.01%	4432
2020 Q4	$463K	Buy	+3,500	New	+$427K	﹤0.01%	3141
2020 Q3	–	Sell	-49,500	Closed	-$4.93M	–	4578
2020 Q2	$4.93M	Buy	49,500 +46,000	+1,314%	+$4.25M	0.02%	833
2020 Q1	$261K	Buy	3,500 +2,600	+289%	+$284K	﹤0.01%	2621
2019 Q4	$103K	Buy	+900	New	+$111K	﹤0.01%	2856
2019 Q3	–	Sell	-2,600	Closed	-$348K	–	3945
2019 Q2	$348K	Buy	2,600 +200	+8%	+$22.2K	﹤0.01%	2535
2019 Q1	$228K	Sell	2,400 -400	-14%	-$34.9K	﹤0.01%	2865
2018 Q4	$217K	Hold	2,800	–	–	﹤0.01%	2974
2018 Q3	$259K	Buy	+2,800	New	+$230K	﹤0.01%	3059

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

PEAK6 Investments's HEI Position: Q3 2024 in Review

PEAK6 Investments opened a new position in HEICO Corp (HEI) in Q3 2024: 5,938 shares worth $1.55M. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings. This is a return to the name: PEAK6 Investments previously reported a position in HEI as recently as Q4 2023.

PEAK6 Investments first reported a position in HEI in Q3 2018 and has held it in 8 quarters since. The position peaked at $2.82M in Q4 2020. 584 funds tracked by Wall St. Rank hold HEI as of Q3 2024.

PEAK6 Investments held 5,938 shares of HEICO Corp worth $1.55M as of Q3 2024.
HEICO Corp was a new PEAK6 Investments position in Q3 2024.
HEICO Corp made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #1646 holding.
PEAK6 Investments first reported a position in HEICO Corp in Q3 2018 and has held it in 8 quarters since.
PEAK6 Investments's HEICO Corp position peaked at $2.82M in Q4 2020.
584 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.