PIM
HEI icon

Plato Investment Management’s HEICO Corp HEI Stock Holding History

Plato Investment 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 		– Sell
-7
Closed -$1.34K – 505
2024
Q1 		$1.34K Hold
7
– – ﹤0.01% 470
2023
Q4 		$1.25K Buy
+7
New +$1.19K ﹤0.01% 429

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's HEI Position: Q2 2024 in Review

Plato Investment Management sold out of HEICO Corp (HEI) in Q2 2024, closing a stake of 7 shares — an estimated $1.34K sold.

Plato Investment Management first reported a position in HEI in Q4 2023 and held it in 2 quarters. The position peaked at $1.34K in Q1 2024. 549 funds tracked by Wall St. Rank hold HEI as of Q2 2024.

  • Plato Investment Management reported no remaining HEICO Corp position as of Q2 2024 after selling out during the quarter.
  • Plato Investment Management sold 7 HEICO Corp shares in Q2 2024, an estimated $1.34K.
  • Plato Investment Management first reported a position in HEICO Corp in Q4 2023 and held it in 2 quarters.
  • Plato Investment Management's HEICO Corp position peaked at $1.34K in Q1 2024.
  • 549 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2024.

Based on Plato Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.