Signify Wealth’s HEICO Corp HEI Stock Holding History

Signify Wealth’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	-781	Closed	-$204K	–	27
2024 Q3	$204K	Buy	+781	New	+$189K	0.25%	28

Other funds holding HEI

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

BlackRock New York $5.72T AUM 30.48% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signify Wealth's HEI Position: Q4 2024 in Review

Signify Wealth sold out of HEICO Corp (HEI) in Q4 2024, closing a stake of 781 shares — an estimated $204K sold.

Signify Wealth first reported a position in HEI in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 606 funds tracked by Wall St. Rank hold HEI as of Q4 2024.

Signify Wealth reported no remaining HEICO Corp position as of Q4 2024 after selling out during the quarter.
Signify Wealth sold 781 HEICO Corp shares in Q4 2024, an estimated $204K.
Signify Wealth first reported a position in HEICO Corp in Q3 2024 and held it in 1 quarter.
Signify Wealth's HEICO Corp position peaked at $204K in Q3 2024.
606 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.