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SpiderRock Advisors’s HEICO Corp HEI Stock Holding History

SpiderRock Advisors’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 		– Hold
0
– -$144 – 175
2023
Q2 		– Hold
0
– – – 141
2023
Q1 		– Hold
0
– – – 134
2022
Q4 		– Hold
0
– – – 132
2022
Q3 		– Hold
0
– – – 134
2022
Q2 		– Hold
0
– – – 143
2022
Q1 		– Hold
0
– – – 138
2021
Q4 		– Hold
0
– – – 130
2021
Q3 		– Hold
0
– – – 115
2021
Q2 		– Hold
0
– – – 129
2021
Q1 		– Hold
0
– – – 138
2020
Q4 		– Hold
0
– – – 136
2020
Q3 		– Hold
0
– – – 140
2020
Q2 		– Hold
0
– – – 122
2020
Q1 		– Hold
0
– – – 80

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SpiderRock Advisors's HEI Position: Q3 2024 in Review

SpiderRock Advisors increased its HEICO Corp (HEI) stake by 498% in Q3 2024, buying an estimated $3.12M and bringing the position to 15,490 shares worth $4.05M. The position accounts for 0.06% of the portfolio, ranked #195.

SpiderRock Advisors first reported a position in HEI in Q1 2024 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold HEI as of Q3 2024.

  • SpiderRock Advisors held 15,490 shares of HEICO Corp worth $4.05M as of Q3 2024.
  • SpiderRock Advisors bought 12,900 HEICO Corp shares in Q3 2024, an estimated $3.12M.
  • HEICO Corp made up 0.06% of SpiderRock Advisors's portfolio in Q3 2024, its #195 holding.
  • SpiderRock Advisors first reported a position in HEICO Corp in Q1 2024 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.